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| Side by side | DIVY |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.45% |
| Cost per year on $10k | $45 |
| Trailing 12-mo yield | 2.82% |
| Income per year on $10k |
| $282 |
| YTD | +21.2% |
| 1 year | +24.3% |
| 3 years · per year | +13.6% |
| 5 years · per year | +8.7% |
| Worst drop · 1Y | −9.1% |
| Volatility · 1Y | 13.4% |
| Holdings | 10 |
| Assets | $28M |
| Leverage | None |
| Since | 2020 |
Highlighted = best in the row. Returns include dividends.