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RDIV and SEIV share 10.2% of their holdings.
| Side by side | RDIV | SEIV | IAK |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Low-Cost Core · US large cap | Sectors · Financials |
| Expense ratio | 0.39% | 0.15% | 0.37% |
| Cost per year on $10k | $39 | $15 | $37 |
| Trailing 12-mo yield | 3.46% | 1.57% | 2.36% |
| Income per year on $10k | $346 | $157 | $236 |
| YTD | +21.5% | +20.9% | +13.4% |
| 1 year | +23.1% | +27.5% | +22.8% |
| 3 years · per year | +25.5% | +29.0% | +19.7% |
| 5 years · per year | +13.1% | — | +14.3% |
| Worst drop · 1Y | −10.7% | −6.9% | −10.5% |
| Volatility · 1Y | 13.2% | 12.6% | 16.1% |
| Holdings | 61 | 122 | 65 |
| Assets | $1.7B | $1.6B | $475M |
| Leverage | None | None | None |
| Since | 2013 | 2022 | 2006 |
Highlighted = best in the row. Returns include dividends.