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IDVO and AADR share 30.4% of their holdings.
| Side by side | IDVO | AADR | GENW | GDIV |
|---|---|---|---|---|
| Strategy | Income · Covered calls | Unsorted | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.65% | 1.17% | 0.38% | 0.50% |
| Cost per year on $10k | $65 | $117 | $38 | $50 |
| Trailing 12-mo yield | 6.13% | 1.17% | 2.28% | 1.25% |
| Income per year on $10k | $613 | $117 | $228 | $125 |
| YTD | +10.4% | −4.3% | +12.0% | +12.8% |
| 1 year | +12.8% | −3.2% | +18.9% | +15.6% |
| 3 years · per year | +22.2% | +20.8% | — | +17.1% |
| 5 years · per year | — | +6.1% | — | — |
| Worst drop · 1Y | −10.4% | −19.3% | −10.3% | −9.6% |
| Volatility · 1Y | 16.8% | 21.2% | 14.3% | 11.6% |
| Holdings | 61 | 37 | 35 | 52 |
| Assets | $1.4B | $35M | $5M | $239M |
| Leverage | None | None | None | None |
| Since | 2022 | 2010 | 2025 | 2010 |
Highlighted = best in the row. Returns include dividends.