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| Side by side | FDV |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.61% |
| Cost per year on $10k | $61 |
| Trailing 12-mo yield | 2.79% |
| Income per year on $10k | $279 |
| YTD | +22.2% |
| 1 year | +23.6% |
| 3 years · per year | +19.8% |
| 5 years · per year | — |
| Worst drop · 1Y | −7.4% |
| Volatility · 1Y | 11.0% |
| Holdings | 52 |
| Assets | $1.0B |
| Leverage | None |
| Since | 2022 |
Highlighted = best in the row. Returns include dividends.