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SDVY and SDVD share 99.8% of their holdings.
| Side by side | OMAH | SDVY | AUSF | SDVD |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | US Stock Styles · Large cap | Income · Premium income |
| Expense ratio | 0.95% | 0.58% | 0.27% | 0.85% |
| Cost per year on $10k | $95 | $58 | $27 | $85 |
| Trailing 12-mo yield | 15.42% | 0.98% | 2.66% | 9.08% |
| Income per year on $10k | $1,542 | $98 | $266 | $908 |
| YTD | +7.6% | +11.7% | +13.8% | +12.0% |
| 1 year | +8.5% | +13.9% | +16.3% | +14.7% |
| 3 years · per year | — | +18.2% | +21.4% | +18.0% |
| 5 years · per year | — | +9.1% | +13.7% | — |
| Worst drop · 1Y | −5.8% | −9.5% | −7.0% | −8.9% |
| Volatility · 1Y | 8.5% | 14.0% | 10.3% | 14.0% |
| Holdings | 79 | 172 | 189 | 173 |
| Assets | $1.1B | $11.0B | $888M | $885M |
| Leverage | None | None | None | None |
| Since | 2025 | 2017 | 2018 | 2023 |
Highlighted = best in the row. Returns include dividends.