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SPHD and XUDV share 35.3% of their holdings.
| Side by side | SPHD | XUDV |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.30% | 0.09% |
| Cost per year on $10k | $30 | $9 |
| Trailing 12-mo yield | 4.75% | 3.32% |
| Income per year on $10k | $475 | $332 |
| YTD | +13.2% | +29.0% |
| 1 year | +16.0% | +32.8% |
| 3 years · per year | +15.9% | — |
| 5 years · per year | +8.1% | — |
| Worst drop · 1Y | −9.8% | −6.8% |
| Volatility · 1Y | 12.1% | 12.3% |
| Holdings | 54 | 105 |
| Assets | $3.4B | $80M |
| Leverage | None | None |
| Since | 2012 | 2025 |
Highlighted = best in the row. Returns include dividends.