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IYK and FDL share 22.8% of their holdings.
| Side by side | IYK | FDL |
|---|---|---|
| Strategy | Sectors · Consumer | Income · Dividend stocks |
| Expense ratio | 0.37% | 0.43% |
| Cost per year on $10k | $37 | $43 |
| Trailing 12-mo yield | 2.44% | 3.64% |
| Income per year on $10k | $244 | $364 |
| YTD | +17.2% | +23.5% |
| 1 year | +15.4% | +28.3% |
| 3 years · per year | +11.0% | +23.3% |
| 5 years · per year | +7.4% | +14.6% |
| Worst drop · 1Y | −10.7% | −7.2% |
| Volatility · 1Y | 14.6% | 12.4% |
| Holdings | 53 | 100 |
| Assets | $1.4B | $8.1B |
| Leverage | None | None |
| Since | 2000 | 2006 |
Highlighted = best in the row. Returns include dividends.