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FDIS and VCR share 93.0% of their holdings.
| Side by side | IYC | FDIS | VCR |
|---|---|---|---|
| Strategy | Sectors · Consumer | Sectors · Consumer | Sectors · Consumer |
| Expense ratio | 0.37% | 0.08% | 0.09% |
| Cost per year on $10k | $37 | $8 | $9 |
| Trailing 12-mo yield | 0.52% | 0.77% | 0.77% |
| Income per year on $10k | $52 | $77 | $77 |
| YTD | −2.1% | −0.6% | −0.8% |
| 1 year | −2.9% | −1.6% | −1.8% |
| 3 years · per year | +16.2% | +15.8% | +15.7% |
| 5 years · per year | +4.7% | +4.2% | +4.2% |
| Worst drop · 1Y | −12.0% | −15.5% | −15.6% |
| Volatility · 1Y | 15.5% | 19.2% | 19.2% |
| Holdings | 156 | 274 | 293 |
| Assets | $1.2B | $1.6B | $6.2B |
| Leverage | None | None | None |
| Since | 2000 | 2013 | 2004 |
Highlighted = best in the row. Returns include dividends.