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SDY and FDL share 26.0% of their holdings.
| Side by side | SDY | FDL | COWZ |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | US Stock Styles · Large cap |
| Expense ratio | 0.35% | 0.43% | 0.49% |
| Cost per year on $10k | $35 | $43 | $49 |
| Trailing 12-mo yield | 2.32% | 3.58% | 1.91% |
| Income per year on $10k | $232 | $358 | $191 |
| YTD | +19.2% | +25.6% | +19.9% |
| 1 year | +21.7% | +32.6% | +26.6% |
| 3 years · per year | +16.4% | +24.0% | +16.6% |
| 5 years · per year | +8.4% | +14.9% | +11.4% |
| Worst drop · 1Y | −7.7% | −7.2% | −7.6% |
| Volatility · 1Y | 11.2% | 12.4% | 12.3% |
| Holdings | 155 | 100 | 102 |
| Assets | $23.8B | $8.4B | $19.8B |
| Leverage | None | None | None |
| Since | 2005 | 2006 | 2016 |
Highlighted = best in the row. Returns include dividends.