Loading…
AUSF and SDVD share 9.7% of their holdings.
| Side by side | AUSF | SDVD |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Premium income |
| Expense ratio | 0.27% | 0.85% |
| Cost per year on $10k | $27 | $85 |
| Trailing 12-mo yield | 2.63% | 9.01% |
| Income per year on $10k | $263 | $901 |
| YTD | +15.2% | +12.9% |
| 1 year | +19.4% | +16.1% |
| 3 years · per year | +22.5% | +18.4% |
| 5 years · per year | +13.9% | — |
| Worst drop · 1Y | −7.0% | −8.9% |
| Volatility · 1Y | 10.3% | 14.1% |
| Holdings | 189 | 173 |
| Assets | $905M | $892M |
| Leverage | None | None |
| Since | 2018 | 2023 |
Highlighted = best in the row. Returns include dividends.