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XLY and FDIS share 75.1% of their holdings.
| Side by side | XLY | FDIS | HDV |
|---|---|---|---|
| Strategy | Sectors · Consumer | Sectors · Consumer | Income · Dividend stocks |
| Expense ratio | 0.08% | 0.08% | 0.08% |
| Cost per year on $10k | $8 | $8 | $8 |
| Trailing 12-mo yield | 0.79% | 0.76% | 3.09% |
| Income per year on $10k | $79 | $76 | $309 |
| YTD | −0.4% | +0.9% | +30.3% |
| 1 year | +1.9% | +3.2% | +33.9% |
| 3 years · per year | +17.9% | +17.8% | +21.4% |
| 5 years · per year | +4.5% | +4.3% | +13.5% |
| Worst drop · 1Y | −15.0% | −15.5% | −6.4% |
| Volatility · 1Y | 19.3% | 19.1% | 11.6% |
| Holdings | 47 | 274 | 74 |
| Assets | $22.5B | $1.6B | $16.3B |
| Leverage | None | None | None |
| Since | 1998 | 2013 | 2011 |
Highlighted = best in the row. Returns include dividends.