Loading…
RDVY and RDVI share 99.8% of their holdings.
| Side by side | RDVY | RDVI | CALF | SPGP |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Premium income | US Stock Styles · Small cap | US Stock Styles · Large cap |
| Expense ratio | 0.47% | 0.75% | 0.59% | 0.34% |
| Cost per year on $10k | $47 | $75 | $59 | $34 |
| Trailing 12-mo yield | 0.85% | 8.23% | 1.09% | 0.78% |
| Income per year on $10k | $85 | $823 | $109 | $78 |
| YTD | +15.8% | +14.7% | +32.3% | +8.8% |
| 1 year | +18.5% | +17.9% | +34.8% | +8.8% |
| 3 years · per year | +23.8% | +21.8% | +15.0% | +12.9% |
| 5 years · per year | +11.4% | — | +7.5% | +7.3% |
| Worst drop · 1Y | −9.0% | −8.5% | −7.9% | −11.2% |
| Volatility · 1Y | 14.2% | 13.6% | 15.8% | 15.3% |
| Holdings | 72 | 73 | 201 | 75 |
| Assets | $25.5B | $3.8B | $3.8B | $2.1B |
| Leverage | None | None | None | None |
| Since | 2014 | 2022 | 2017 | 2011 |
Highlighted = best in the row. Returns include dividends.