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EUFN and IDV share 18.0% of their holdings.
| Side by side | EUFN | IDV |
|---|---|---|
| Strategy | Sectors · Financials | Income · Dividend stocks |
| Expense ratio | 0.49% | 0.50% |
| Cost per year on $10k | $49 | $50 |
| Trailing 12-mo yield | 4.34% | 5.68% |
| Income per year on $10k | $434 | $568 |
| YTD | +5.7% | +12.7% |
| 1 year | +17.0% | +20.7% |
| 3 years · per year | +34.3% | +27.3% |
| 5 years · per year | +18.2% | +12.9% |
| Worst drop · 1Y | −14.8% | −8.5% |
| Volatility · 1Y | 20.9% | 13.2% |
| Holdings | 84 | 100 |
| Assets | $3.0B | $8.3B |
| Leverage | None | None |
| Since | 2010 | 2007 |
Highlighted = best in the row. Returns include dividends.