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SNPD and MVFD share 11.3% of their holdings.
| Side by side | FGD | SNPD | PZLV | MVFD |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | US Stock Styles · Value | Income · Dividend stocks |
| Expense ratio | 0.55% | 0.15% | 0.60% | 1.10% |
| Cost per year on $10k | $55 | $15 | $60 | $110 |
| Trailing 12-mo yield | 5.68% | 3.13% | 0.00% | 1.33% |
| Income per year on $10k | $568 | $313 | $0 | $133 |
| YTD | +15.6% | +17.4% | — | +19.5% |
| 1 year | +21.3% | +19.3% | — | +22.2% |
| 3 years · per year | +25.8% | +14.2% | — | — |
| 5 years · per year | +11.9% | — | — | — |
| Worst drop · 1Y | −9.8% | −8.7% | — | −9.1% |
| Volatility · 1Y | 12.4% | 11.9% | — | 14.5% |
| Holdings | 98 | 106 | 0 | 42 |
| Assets | $1.6B | $4M | $72M | $142M |
| Leverage | None | None | None | None |
| Since | 2007 | 2022 | 2026 | 2024 |
Highlighted = best in the row. Returns include dividends.