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RDIV and XLC share 9.0% of their holdings.
| Side by side | RDIV | XLC |
|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Communication |
| Expense ratio | 0.39% | 0.08% |
| Cost per year on $10k | $39 | $8 |
| Trailing 12-mo yield | 3.53% | 1.36% |
| Income per year on $10k | $353 | $136 |
| YTD | +19.1% | −13.2% |
| 1 year | +19.0% | −12.1% |
| 3 years · per year | +24.2% | +15.7% |
| 5 years · per year | +12.6% | +5.4% |
| Worst drop · 1Y | −10.7% | −14.9% |
| Volatility · 1Y | 13.2% | 16.4% |
| Holdings | 61 | 22 |
| Assets | $1.7B | $21.8B |
| Leverage | None | None |
| Since | 2013 | 2018 |
Highlighted = best in the row. Returns include dividends.