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XLP and IYK share 60.0% of their holdings.
| Side by side | FDL | XLP | IYK |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Consumer | Sectors · Consumer |
| Expense ratio | 0.43% | 0.08% | 0.37% |
| Cost per year on $10k | $43 | $8 | $37 |
| Trailing 12-mo yield | 3.64% | 2.49% | 2.44% |
| Income per year on $10k | $364 | $249 | $244 |
| YTD | +23.5% | +15.7% | +17.2% |
| 1 year | +28.3% | +15.5% | +15.4% |
| 3 years · per year | +23.3% | +12.2% | +11.0% |
| 5 years · per year | +14.6% | +7.3% | +7.4% |
| Worst drop · 1Y | −7.2% | −9.7% | −10.7% |
| Volatility · 1Y | 12.4% | 15.2% | 14.6% |
| Holdings | 100 | 35 | 53 |
| Assets | $8.1B | $14.8B | $1.4B |
| Leverage | None | None | None |
| Since | 2006 | 1998 | 2000 |
Highlighted = best in the row. Returns include dividends.