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OIH and CVY share 1.2% of their holdings.
| Side by side | OIH | CVY |
|---|---|---|
| Strategy | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.35% | 1.15% |
| Cost per year on $10k | $35 | $115 |
| Trailing 12-mo yield | 1.19% | 3.98% |
| Income per year on $10k | $119 | $398 |
| YTD | +43.2% | +12.5% |
| 1 year | +49.3% | +15.4% |
| 3 years · per year | +8.7% | +16.0% |
| 5 years · per year | +14.6% | +8.0% |
| Worst drop · 1Y | −20.8% | −7.4% |
| Volatility · 1Y | 29.7% | 10.4% |
| Holdings | 26 | 150 |
| Assets | $1.9B | $119M |
| Leverage | None | None |
| Since | 2011 | 2006 |
Highlighted = best in the row. Returns include dividends.