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TYLG and TDIV share 15.6% of their holdings.
| Side by side | TYLG | TDIV |
|---|---|---|
| Strategy | Thematic Income · A basket | Thematic Income · A basket |
| Expense ratio | 0.64% | 0.50% |
| Cost per year on $10k | $64 | $50 |
| Trailing 12-mo yield | 9.48% | 1.41% |
| Income per year on $10k | $948 | $141 |
| YTD | +17.3% | +17.4% |
| 1 year | +16.2% | +13.1% |
| 3 years · per year | +23.8% | +29.8% |
| 5 years · per year | — | +16.4% |
| Worst drop · 1Y | −10.8% | −16.3% |
| Volatility · 1Y | 20.5% | 20.7% |
| Holdings | 77 | 87 |
| Assets | $15M | $4.4B |
| Leverage | None | None |
| Since | 2022 | 2012 |
Highlighted = best in the row. Returns include dividends.