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DVY and IAK share 8.7% of their holdings.
| Side by side | DVY | IAK |
|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Financials |
| Expense ratio | 0.38% | 0.37% |
| Cost per year on $10k | $38 | $37 |
| Trailing 12-mo yield | 3.27% | 2.36% |
| Income per year on $10k | $327 | $236 |
| YTD | +18.5% | +13.4% |
| 1 year | +21.2% | +22.8% |
| 3 years · per year | +20.2% | +19.7% |
| 5 years · per year | +10.2% | +14.3% |
| Worst drop · 1Y | −7.4% | −10.5% |
| Volatility · 1Y | 11.3% | 16.1% |
| Holdings | 98 | 65 |
| Assets | $23.8B | $475M |
| Leverage | None | None |
| Since | 2003 | 2006 |
Highlighted = best in the row. Returns include dividends.