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AADR and GENW share 18.7% of their holdings.
| Side by side | AADR | GENW |
|---|---|---|
| Strategy | Unsorted | Income · Dividend stocks |
| Expense ratio | 1.17% | 0.38% |
| Cost per year on $10k | $117 | $38 |
| Trailing 12-mo yield | 1.17% | 2.28% |
| Income per year on $10k | $117 | $228 |
| YTD | −4.3% | +12.0% |
| 1 year | −3.2% | +18.9% |
| 3 years · per year | +20.8% | — |
| 5 years · per year | +6.1% | — |
| Worst drop · 1Y | −19.3% | −10.3% |
| Volatility · 1Y | 21.2% | 14.3% |
| Holdings | 37 | 35 |
| Assets | $35M | $5M |
| Leverage | None | None |
| Since | 2010 | 2025 |
Highlighted = best in the row. Returns include dividends.