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FDV and SDOG share 29.3% of their holdings.
| Side by side | FDV | SDOG | RSPM |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | US Stock Styles · Equal weight |
| Expense ratio | 0.61% | 0.36% | 0.40% |
| Cost per year on $10k | $61 | $36 | $40 |
| Trailing 12-mo yield | 2.79% | 3.34% | 1.72% |
| Income per year on $10k | $279 | $334 | $172 |
| YTD | +22.2% | +24.7% | +19.1% |
| 1 year | +23.6% | +26.7% | +23.2% |
| 3 years · per year | +19.8% | +21.7% | +13.0% |
| 5 years · per year | — | +11.0% | +5.4% |
| Worst drop · 1Y | −7.4% | −7.3% | −12.3% |
| Volatility · 1Y | 11.0% | 11.9% | 18.4% |
| Holdings | 52 | 51 | 25 |
| Assets | $1.0B | $1.4B | $182M |
| Leverage | None | None | None |
| Since | 2022 | 2012 | 2006 |
Highlighted = best in the row. Returns include dividends.