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RDIV and CGDV share 4.6% of their holdings.
| Side by side | RDIV | CGDV |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.39% | 0.33% |
| Cost per year on $10k | $39 | $33 |
| Trailing 12-mo yield | 3.46% | 1.24% |
| Income per year on $10k | $346 | $124 |
| YTD | +21.5% | +12.5% |
| 1 year | +23.1% | +15.6% |
| 3 years · per year | +25.5% | +25.5% |
| 5 years · per year | +13.1% | — |
| Worst drop · 1Y | −10.7% | −9.7% |
| Volatility · 1Y | 13.2% | 12.6% |
| Holdings | 61 | 58 |
| Assets | $1.7B | $38.9B |
| Leverage | None | None |
| Since | 2013 | 2022 |
Highlighted = best in the row. Returns include dividends.