Loading…
SNPD and MVFD share 11.2% of their holdings.
| Side by side | SNPD | PZLV | MVFD |
|---|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Value | Income · Dividend stocks |
| Expense ratio | 0.15% | 0.60% | 1.10% |
| Cost per year on $10k | $15 | $60 | $110 |
| Trailing 12-mo yield | 3.07% | 0.00% | 1.30% |
| Income per year on $10k | $307 | $0 | $130 |
| YTD | +19.4% | — | +22.0% |
| 1 year | +23.1% | — | +25.0% |
| 3 years · per year | +15.0% | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −8.7% | — | −9.1% |
| Volatility · 1Y | 11.8% | — | 14.6% |
| Holdings | 106 | 0 | 42 |
| Assets | $4M | $72M | $142M |
| Leverage | None | None | None |
| Since | 2022 | 2026 | 2024 |
Highlighted = best in the row. Returns include dividends.