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BCDF and FDIQ share 36.9% of their holdings.
| Side by side | IAI | BCDF | HQDG | FDIQ |
|---|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Unsorted | Income · Dividend stocks | Sectors · Financials |
| Expense ratio | 0.37% | 0.85% | 0.50% | 0.35% |
| Cost per year on $10k | $37 | $85 | $50 | $35 |
| Trailing 12-mo yield | 1.18% | 2.28% | 0.00% | 2.01% |
| Income per year on $10k | $118 | $228 | $0 | $201 |
| YTD | +1.5% | +10.9% | — | — |
| 1 year | +3.1% | +7.9% | — | — |
| 3 years · per year | +29.1% | +18.7% | — | — |
| 5 years · per year | +11.6% | — | — | — |
| Worst drop · 1Y | −16.5% | −14.0% | — | — |
| Volatility · 1Y | 20.6% | 15.0% | — | — |
| Holdings | 35 | 34 | 0 | 32 |
| Assets | $1.3B | $24M | $74M | $42M |
| Leverage | None | None | None | None |
| Since | 2006 | 2022 | 2026 | 2011 |
Highlighted = best in the row. Returns include dividends.