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SDIV and EFAS share 6.1% of their holdings.
| Side by side | SDIV | EFAS |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.58% | 0.55% |
| Cost per year on $10k | $58 | $55 |
| Trailing 12-mo yield | 9.72% | 4.89% |
| Income per year on $10k | $972 | $489 |
| YTD | +1.9% | +18.8% |
| 1 year | +4.6% | +24.5% |
| 3 years · per year | +15.0% | +27.8% |
| 5 years · per year | −0.6% | +14.2% |
| Worst drop · 1Y | −8.9% | −8.4% |
| Volatility · 1Y | 13.1% | 11.1% |
| Holdings | 106 | 51 |
| Assets | $1.1B | $60M |
| Leverage | None | None |
| Since | 2011 | 2016 |
Highlighted = best in the row. Returns include dividends.