Loading…
REGL and FVD share 11.6% of their holdings.
| Side by side | REGL | FVD | NRSH |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | US Stock Styles · Large cap |
| Expense ratio | 0.40% | 0.62% | 0.76% |
| Cost per year on $10k | $40 | $62 | $76 |
| Trailing 12-mo yield | 2.17% | 2.22% | 0.31% |
| Income per year on $10k | $217 | $222 | $31 |
| YTD | +10.7% | +11.5% | +32.4% |
| 1 year | +12.9% | +13.1% | +24.8% |
| 3 years · per year | +15.3% | +14.0% | — |
| 5 years · per year | +7.7% | +6.5% | — |
| Worst drop · 1Y | −9.7% | −7.6% | −16.2% |
| Volatility · 1Y | 12.5% | 10.5% | 28.5% |
| Holdings | 67 | 241 | 0 |
| Assets | $1.7B | $7.9B | $31M |
| Leverage | None | None | None |
| Since | 2015 | 2003 | 2023 |
Highlighted = best in the row. Returns include dividends.