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FVD and RBTX share 0.4% of their holdings.
| Side by side | FVD | RBTX |
|---|---|---|
| Strategy | Income · Dividend stocks | Thematic · AI & semis |
| Expense ratio | 0.62% | 0.65% |
| Cost per year on $10k | $62 | $65 |
| Trailing 12-mo yield | 2.22% | 0.00% |
| Income per year on $10k | $222 | $0 |
| YTD | +11.5% | — |
| 1 year | +13.1% | — |
| 3 years · per year | +14.0% | — |
| 5 years · per year | +6.5% | — |
| Worst drop · 1Y | −7.6% | — |
| Volatility · 1Y | 10.5% | — |
| Holdings | 241 | 41 |
| Assets | $7.9B | $15M |
| Leverage | None | None |
| Since | 2003 | 2026 |
Highlighted = best in the row. Returns include dividends.