Loading…
SDVY and SDVD share 99.8% of their holdings.
| Side by side | SDVY | SDVD | AFSM |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Premium income | US Stock Styles · Small cap |
| Expense ratio | 0.58% | 0.85% | 0.75% |
| Cost per year on $10k | $58 | $85 | $75 |
| Trailing 12-mo yield | 0.98% | 9.01% | 0.51% |
| Income per year on $10k | $98 | $901 | $51 |
| YTD | +12.3% | +12.9% | +20.3% |
| 1 year | +15.5% | +16.1% | +23.9% |
| 3 years · per year | +18.5% | +18.4% | +21.2% |
| 5 years · per year | +9.1% | — | +8.5% |
| Worst drop · 1Y | −9.5% | −8.9% | −9.6% |
| Volatility · 1Y | 14.1% | 14.1% | 17.3% |
| Holdings | 172 | 173 | 321 |
| Assets | $11.1B | $892M | $133M |
| Leverage | None | None | None |
| Since | 2017 | 2023 | 2019 |
Highlighted = best in the row. Returns include dividends.