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XLP and HDV share 26.6% of their holdings.
| Side by side | XLP | HDV |
|---|---|---|
| Strategy | Sectors · Consumer | Income · Dividend stocks |
| Expense ratio | 0.08% | 0.08% |
| Cost per year on $10k | $8 | $8 |
| Trailing 12-mo yield | 2.42% | 3.09% |
| Income per year on $10k | $242 | $309 |
| YTD | +19.2% | +30.3% |
| 1 year | +22.0% | +33.9% |
| 3 years · per year | +13.4% | +21.4% |
| 5 years · per year | +7.8% | +13.5% |
| Worst drop · 1Y | −9.7% | −6.4% |
| Volatility · 1Y | 15.2% | 11.6% |
| Holdings | 35 | 74 |
| Assets | $14.8B | $16.3B |
| Leverage | None | None |
| Since | 1998 | 2011 |
Highlighted = best in the row. Returns include dividends.