Loading…
FDV and PAYR share 59.3% of their holdings.
| Side by side | FDV | DIVB | PAYR |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Covered calls |
| Expense ratio | 0.61% | 0.05% | 0.74% |
| Cost per year on $10k | $61 | $5 | $74 |
| Trailing 12-mo yield | 2.81% | 2.07% | 7.84% |
| Income per year on $10k | $281 | $207 | $784 |
| YTD | +23.9% | +37.0% | +20.1% |
| 1 year | +26.9% | +41.4% | +25.1% |
| 3 years · per year | +20.6% | +29.2% | — |
| 5 years · per year | — | +14.5% | — |
| Worst drop · 1Y | −7.4% | −6.8% | −7.0% |
| Volatility · 1Y | 11.0% | 13.1% | 11.2% |
| Holdings | 52 | 380 | 52 |
| Assets | $1.0B | $2.3B | $91M |
| Leverage | None | None | None |
| Since | 2022 | 2017 | 2025 |
Highlighted = best in the row. Returns include dividends.