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IDVZ and GENW share 23.3% of their holdings.
| Side by side |
|---|
| IDVZ |
|---|
| GENW |
|---|
| CVGD |
|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.75% | 0.38% | 0.50% |
| Cost per year on $10k | $75 | $38 | $50 |
| Trailing 12-mo yield | 3.09% | 2.28% | 0.80% |
| Income per year on $10k | $309 | $228 | $80 |
| YTD | +8.1% | +12.0% | — |
| 1 year | +11.6% | +18.9% | — |
| 3 years · per year | — | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −9.4% | −10.3% | — |
| Volatility · 1Y | 12.2% | 14.3% | — |
| Holdings | 41 | 35 | 0 |
| Assets | $200M | $5M | $141M |
| Leverage | None | None | None |
| Since | 2024 | 2025 | 2026 |
Highlighted = best in the row. Returns include dividends.