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IYK and XLP share 60.0% of their holdings.
| Side by side | IYK | XLP | FDL |
|---|---|---|---|
| Strategy | Sectors · Consumer | Sectors · Consumer | Income · Dividend stocks |
| Expense ratio | 0.37% | 0.08% | 0.43% |
| Cost per year on $10k | $37 | $8 | $43 |
| Trailing 12-mo yield | 2.44% | 2.49% | 3.64% |
| Income per year on $10k | $244 | $249 | $364 |
| YTD | +17.2% | +15.7% | +23.5% |
| 1 year | +15.4% | +15.5% | +28.3% |
| 3 years · per year | +11.0% | +12.2% | +23.3% |
| 5 years · per year | +7.4% | +7.3% | +14.6% |
| Worst drop · 1Y | −10.7% | −9.7% | −7.2% |
| Volatility · 1Y | 14.6% | 15.2% | 12.4% |
| Holdings | 53 | 35 | 100 |
| Assets | $1.4B | $14.8B | $8.1B |
| Leverage | None | None | None |
| Since | 2000 | 1998 | 2006 |
Highlighted = best in the row. Returns include dividends.