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SDIV and IMOM share 1.8% of their holdings.
| Side by side | SDIV | IMOM |
|---|---|---|
| Strategy | Income · Dividend stocks | International · Ex-US broad |
| Expense ratio | 0.58% | 0.38% |
| Cost per year on $10k | $58 | $38 |
| Trailing 12-mo yield | 9.72% | 2.55% |
| Income per year on $10k | $972 | $255 |
| YTD | +1.9% | −0.7% |
| 1 year | +4.6% | +7.1% |
| 3 years · per year | +15.0% | +20.7% |
| 5 years · per year | −0.6% | +5.2% |
| Worst drop · 1Y | −8.9% | −19.6% |
| Volatility · 1Y | 13.1% | 23.0% |
| Holdings | 106 | 53 |
| Assets | $1.1B | $147M |
| Leverage | None | None |
| Since | 2011 | 2015 |
Highlighted = best in the row. Returns include dividends.