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DVY and SEIV share 21.0% of their holdings.
| Side by side | DVY | SEIV | FGD |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Low-Cost Core · US large cap | Income · Dividend stocks |
| Expense ratio | 0.38% | 0.15% | 0.55% |
| Cost per year on $10k | $38 | $15 | $55 |
| Trailing 12-mo yield | 3.27% | 1.57% | 5.68% |
| Income per year on $10k | $327 | $157 | $568 |
| YTD | +18.5% | +20.9% | +15.6% |
| 1 year | +21.2% | +27.5% | +23.1% |
| 3 years · per year | +20.2% | +29.0% | +26.3% |
| 5 years · per year | +10.2% | — | +11.8% |
| Worst drop · 1Y | −7.4% | −6.9% | −9.8% |
| Volatility · 1Y | 11.3% | 12.6% | 12.4% |
| Holdings | 98 | 122 | 98 |
| Assets | $23.8B | $1.6B | $1.6B |
| Leverage | None | None | None |
| Since | 2003 | 2022 | 2007 |
Highlighted = best in the row. Returns include dividends.