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SPLV and CDL share 32.7% of their holdings.
| Side by side | SPLV | CDL | ALTY |
|---|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Large cap | Income · Dividend stocks |
| Expense ratio | 0.25% | 0.38% | 0.50% |
| Cost per year on $10k | $25 | $38 | $50 |
| Trailing 12-mo yield | 2.14% | 3.01% | 7.99% |
| Income per year on $10k | $214 | $301 | $799 |
| YTD | +10.3% | +21.6% | +4.3% |
| 1 year | +11.6% | +24.1% | +6.5% |
| 3 years · per year | +12.2% | +19.7% | +12.7% |
| 5 years · per year | +6.2% | +10.4% | +4.5% |
| Worst drop · 1Y | −9.2% | −7.9% | −5.2% |
| Volatility · 1Y | 10.8% | 10.8% | 6.0% |
| Holdings | 104 | 102 | 20 |
| Assets | $7.6B | $410M | $45M |
| Leverage | None | None | None |
| Since | 2011 | 2015 | 2015 |
Highlighted = best in the row. Returns include dividends.