Loading…
FID and WDIV share 40.1% of their holdings.
| Side by side | FID | EFAS | WDIV |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.60% | 0.55% | 0.40% |
| Cost per year on $10k | $60 | $55 | $40 |
| Trailing 12-mo yield | 3.96% | 4.89% | 4.20% |
| Income per year on $10k | $396 | $489 | $420 |
| YTD | +12.8% | +18.8% | +13.5% |
| 1 year | +17.5% | +24.5% | +17.1% |
| 3 years · per year | +21.7% | +27.8% | +21.6% |
| 5 years · per year | +9.3% | +14.2% | +9.2% |
| Worst drop · 1Y | −8.9% | −8.4% | −8.6% |
| Volatility · 1Y | 10.3% | 11.1% | 10.2% |
| Holdings | 71 | 51 | 90 |
| Assets | $169M | $60M | $281M |
| Leverage | None | None | None |
| Since | 2013 | 2016 | 2013 |
Highlighted = best in the row. Returns include dividends.