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FVD and GSEW share 26.9% of their holdings.
| Side by side | FVD | GSEW | KBWP |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Low-Cost Core · US large cap | Sectors · Financials |
| Expense ratio | 0.62% | 0.09% | 0.35% |
| Cost per year on $10k | $62 | $9 | $35 |
| Trailing 12-mo yield | 2.22% | 1.37% | 1.78% |
| Income per year on $10k | $222 | $137 | $178 |
| YTD | +11.5% | +15.8% | +9.5% |
| 1 year | +13.1% | +15.7% | +21.4% |
| 3 years · per year | +14.0% | +20.8% | +18.8% |
| 5 years · per year | +6.5% | +8.3% | +13.7% |
| Worst drop · 1Y | −7.6% | −7.7% | −12.0% |
| Volatility · 1Y | 10.5% | 12.1% | 18.0% |
| Holdings | 241 | 497 | 25 |
| Assets | $7.9B | $2.2B | $294M |
| Leverage | None | None | None |
| Since | 2003 | 2017 | 2010 |
Highlighted = best in the row. Returns include dividends.