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FID and AIVI share 7.0% of their holdings.
| Side by side | FID | AIVI |
|---|---|---|
| Strategy | Income · Dividend stocks | Thematic · AI & semis |
| Expense ratio | 0.60% | 0.58% |
| Cost per year on $10k | $60 | $58 |
| Trailing 12-mo yield | 3.96% | 4.96% |
| Income per year on $10k | $396 | $496 |
| YTD | +12.8% | +15.6% |
| 1 year | +17.5% | +21.6% |
| 3 years · per year | +21.7% | +22.3% |
| 5 years · per year | +9.3% | +12.1% |
| Worst drop · 1Y | −8.9% | −10.9% |
| Volatility · 1Y | 10.3% | 13.8% |
| Holdings | 71 | 134 |
| Assets | $169M | $60M |
| Leverage | None | None |
| Since | 2013 | 2006 |
Highlighted = best in the row. Returns include dividends.