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SWP and VIG share 30.7% of their holdings.
| Side by side | SWP | VIG |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.99% | 0.04% |
| Cost per year on $10k | $99 | $4 |
| Trailing 12-mo yield | 9.42% | 1.46% |
| Income per year on $10k | $942 | $146 |
| YTD | +7.0% | +14.7% |
| 1 year | +8.0% | +15.3% |
| 3 years · per year | — | +19.6% |
| 5 years · per year | — | +10.9% |
| Worst drop · 1Y | −10.0% | −7.9% |
| Volatility · 1Y | 12.1% | 10.0% |
| Holdings | 41 | 338 |
| Assets | $146M | $128B |
| Leverage | None | None |
| Since | 2024 | 2006 |
Highlighted = best in the row. Returns include dividends.