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VIS and XLI share 78.9% of their holdings.
| Side by side | DIA | VIS | XLI | DIVO |
|---|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Sectors · Industrials | Sectors · Industrials | Income · Covered calls |
| Expense ratio | 0.16% | 0.09% | 0.08% | 0.56% |
| Cost per year on $10k | $16 | $9 | $8 | $56 |
| Trailing 12-mo yield | 1.37% | 0.94% | 1.11% | 6.33% |
| Income per year on $10k | $137 | $94 | $111 | $633 |
| YTD | +10.0% | +10.0% | +10.5% | +11.0% |
| 1 year | +11.1% | +9.8% | +11.2% | +12.0% |
| 3 years · per year | +18.3% | +21.4% | +21.5% | +17.5% |
| 5 years · per year | +9.9% | +11.6% | +11.9% | +10.9% |
| Worst drop · 1Y | −9.8% | −12.5% | −12.2% | −6.0% |
| Volatility · 1Y | 12.5% | 18.2% | 17.2% | 9.4% |
| Holdings | 30 | 387 | 83 | 35 |
| Assets | $45.8B | $8.6B | $31.5B | $8.1B |
| Leverage | None | None | None | None |
| Since | 1998 | 2004 | 1998 | 2016 |
Highlighted = best in the row. Returns include dividends.