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RIET and WDIV share 5.4% of their holdings.
| Side by side | RIET | WDIV |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.50% | 0.40% |
| Cost per year on $10k | $50 | $40 |
| Trailing 12-mo yield | 12.33% | 4.20% |
| Income per year on $10k | $1,233 | $420 |
| YTD | −2.9% | +13.5% |
| 1 year | −1.8% | +17.1% |
| 3 years · per year | +7.8% | +21.6% |
| 5 years · per year | −2.9% | +9.2% |
| Worst drop · 1Y | −17.4% | −8.6% |
| Volatility · 1Y | 13.7% | 10.2% |
| Holdings | 100 | 90 |
| Assets | $97M | $281M |
| Leverage | None | None |
| Since | 2021 | 2013 |
Highlighted = best in the row. Returns include dividends.