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DVOL and DDIV share 55.1% of their holdings.
| Side by side | DVOL | DDIV | SMCO |
|---|---|---|---|
| Strategy | US Stock Styles · Factor | Income · Dividend stocks | US Stock Styles · Mid cap |
| Expense ratio | 0.60% | 0.60% | 0.55% |
| Cost per year on $10k | $60 | $60 | $55 |
| Trailing 12-mo yield | 0.80% | 1.62% | 0.94% |
| Income per year on $10k | $80 | $162 | $94 |
| YTD | +5.1% | +11.2% | +6.8% |
| 1 year | +6.5% | +17.9% | +5.3% |
| 3 years · per year | +15.0% | +21.9% | — |
| 5 years · per year | +5.6% | +9.6% | — |
| Worst drop · 1Y | −9.8% | −11.3% | −11.5% |
| Volatility · 1Y | 12.0% | 14.6% | 15.3% |
| Holdings | 50 | 50 | 0 |
| Assets | $74M | $72M | $146M |
| Leverage | None | None | None |
| Since | 2018 | 2014 | 2023 |
Highlighted = best in the row. Returns include dividends.