Loading…
SDVY and SMLF share 16.4% of their holdings.
| Side by side | SDVY | SMLF |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Small cap |
| Expense ratio | 0.58% | 0.15% |
| Cost per year on $10k | $58 | $15 |
| Trailing 12-mo yield | 0.98% | 0.98% |
| Income per year on $10k | $98 | $98 |
| YTD | +11.7% | +16.7% |
| 1 year | +13.9% | +16.2% |
| 3 years · per year | +18.2% | +22.3% |
| 5 years · per year | +9.1% | +10.4% |
| Worst drop · 1Y | −9.5% | −8.7% |
| Volatility · 1Y | 14.0% | 16.8% |
| Holdings | 172 | 959 |
| Assets | $11.0B | $4.3B |
| Leverage | None | None |
| Since | 2017 | 2015 |
Highlighted = best in the row. Returns include dividends.