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RDIV and IAT share 6.7% of their holdings.
| Side by side | RDIV | IAT |
|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Financials |
| Expense ratio | 0.39% | 0.37% |
| Cost per year on $10k | $39 | $37 |
| Trailing 12-mo yield | 3.53% | 2.71% |
| Income per year on $10k | $353 | $271 |
| YTD | +19.1% | +12.0% |
| 1 year | +19.0% | +25.6% |
| 3 years · per year | +24.2% | +28.9% |
| 5 years · per year | +12.6% | +1.8% |
| Worst drop · 1Y | −10.7% | −17.5% |
| Volatility · 1Y | 13.2% | 20.5% |
| Holdings | 61 | 30 |
| Assets | $1.7B | $643M |
| Leverage | None | None |
| Since | 2013 | 2006 |
Highlighted = best in the row. Returns include dividends.