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SEIV and FGD share 5.2% of their holdings.
| Side by side | SEIV | FGD |
|---|---|---|
| Strategy | Low-Cost Core · US large cap | Income · Dividend stocks |
| Expense ratio | 0.15% | 0.55% |
| Cost per year on $10k | $15 | $55 |
| Trailing 12-mo yield | 1.55% | 5.68% |
| Income per year on $10k | $155 | $568 |
| YTD | +22.5% | +15.6% |
| 1 year | +28.9% | +21.3% |
| 3 years · per year | +28.8% | +25.8% |
| 5 years · per year | — | +11.9% |
| Worst drop · 1Y | −6.9% | −9.8% |
| Volatility · 1Y | 12.5% | 12.4% |
| Holdings | 122 | 98 |
| Assets | $1.6B | $1.6B |
| Leverage | None | None |
| Since | 2022 | 2007 |
Highlighted = best in the row. Returns include dividends.