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| Side by side | DIV |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.45% |
| Cost per year on $10k | $45 |
| Trailing 12-mo yield | 6.51% |
| Income per year on $10k | $651 |
| YTD | +17.8% |
| 1 year | +19.7% |
| 3 years · per year | +14.6% |
| 5 years · per year | +5.9% |
| Worst drop · 1Y | −5.4% |
| Volatility · 1Y | 10.3% |
| Holdings | 50 |
| Assets | $766M |
| Leverage | None |
| Since | 2013 |
Highlighted = best in the row. Returns include dividends.