Loading…
OEI and VIG share 47.4% of their holdings.
| Side by side | OEI | VIG |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 1.02% | 0.04% |
| Cost per year on $10k | $102 | $4 |
| Trailing 12-mo yield | 9.14% | 1.47% |
| Income per year on $10k | $914 | $147 |
| YTD | +7.5% | +14.3% |
| 1 year | +9.2% | +15.8% |
| 3 years · per year | — | +20.0% |
| 5 years · per year | — | +10.6% |
| Worst drop · 1Y | −6.5% | −7.9% |
| Volatility · 1Y | 9.5% | 10.0% |
| Holdings | 80 | 338 |
| Assets | $52M | $128B |
| Leverage | None | None |
| Since | 2025 | 2006 |
Highlighted = best in the row. Returns include dividends.