Loading…
| Side by side | FDD |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.56% |
| Cost per year on $10k | $56 |
| Trailing 12-mo yield | 5.51% |
| Income per year on $10k | $551 |
| YTD | +14.9% |
| 1 year | +24.5% |
| 3 years · per year | +30.3% |
| 5 years · per year | +12.8% |
| Worst drop · 1Y | −9.4% |
| Volatility · 1Y | 15.9% |
| Holdings | 30 |
| Assets | $880M |
| Leverage | None |
| Since | 2007 |
Highlighted = best in the row. Returns include dividends.