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RJDI and VIG share 32.5% of their holdings.
| Side by side | RJDI | VIG |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.63% | 0.04% |
| Cost per year on $10k | $63 | $4 |
| Trailing 12-mo yield | 1.02% | 1.47% |
| Income per year on $10k | $102 | $147 |
| YTD | +17.5% | +14.3% |
| 1 year | +19.9% | +15.8% |
| 3 years · per year | — | +20.0% |
| 5 years · per year | — | +10.6% |
| Worst drop · 1Y | −7.1% | −7.9% |
| Volatility · 1Y | 11.4% | 10.0% |
| Holdings | 37 | 338 |
| Assets | $151M | $128B |
| Leverage | None | None |
| Since | 2025 | 2006 |
Highlighted = best in the row. Returns include dividends.