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EQTY and FVD share 2.6% of their holdings.
| Side by side | EQTY | FVD |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Dividend stocks |
| Expense ratio | 0.99% | 0.62% |
| Cost per year on $10k | $99 | $62 |
| Trailing 12-mo yield | 0.02% | 2.18% |
| Income per year on $10k | $2 | $218 |
| YTD | +10.0% | +13.4% |
| 1 year | +15.1% | +16.5% |
| 3 years · per year | +20.1% | +14.6% |
| 5 years · per year | — | +6.8% |
| Worst drop · 1Y | −11.9% | −7.6% |
| Volatility · 1Y | 12.8% | 10.5% |
| Holdings | 0 | 241 |
| Assets | $1.4B | $8.1B |
| Leverage | None | None |
| Since | 2011 | 2003 |
Highlighted = best in the row. Returns include dividends.