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DDIV and SMCO share 3.6% of their holdings.
| Side by side | DDIV | SMCO |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Mid cap |
| Expense ratio | 0.60% | 0.55% |
| Cost per year on $10k | $60 | $55 |
| Trailing 12-mo yield | 1.62% | 0.94% |
| Income per year on $10k | $162 | $94 |
| YTD | +11.2% | +6.8% |
| 1 year | +17.9% | +5.3% |
| 3 years · per year | +21.9% | — |
| 5 years · per year | +9.6% | — |
| Worst drop · 1Y | −11.3% | −11.5% |
| Volatility · 1Y | 14.6% | 15.3% |
| Holdings | 50 | 0 |
| Assets | $72M | $146M |
| Leverage | None | None |
| Since | 2014 | 2023 |
Highlighted = best in the row. Returns include dividends.