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AMZA and DIV share 13.9% of their holdings.
| Side by side | AMZA | DIV |
|---|---|---|
| Strategy | Sectors · Energy | Income · Dividend stocks |
| Expense ratio | 1.72% | 0.45% |
| Cost per year on $10k | $172 | $45 |
| Trailing 12-mo yield | 8.29% | 6.51% |
| Income per year on $10k | $829 | $651 |
| YTD | +29.8% | +17.7% |
| 1 year | +33.4% | +22.2% |
| 3 years · per year | +20.9% | +14.8% |
| 5 years · per year | +20.3% | +5.7% |
| Worst drop · 1Y | −8.2% | −5.4% |
| Volatility · 1Y | 19.0% | 10.2% |
| Holdings | 27 | 50 |
| Assets | $483M | $777M |
| Leverage | None | None |
| Since | 2014 | 2013 |
Highlighted = best in the row. Returns include dividends.