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TDVG and VIG share 52.7% of their holdings.
| Side by side | TDVG | VIG |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.50% | 0.04% |
| Cost per year on $10k | $50 | $4 |
| Trailing 12-mo yield | 0.96% | 1.47% |
| Income per year on $10k | $96 | $147 |
| YTD | +13.8% | +14.3% |
| 1 year | +16.1% | +15.8% |
| 3 years · per year | +18.7% | +20.0% |
| 5 years · per year | +9.8% | +10.6% |
| Worst drop · 1Y | −7.2% | −7.9% |
| Volatility · 1Y | 9.6% | 10.0% |
| Holdings | 103 | 338 |
| Assets | $1.3B | $128B |
| Leverage | None | None |
| Since | 2020 | 2006 |
Highlighted = best in the row. Returns include dividends.