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RJVI and VIG share 5.3% of their holdings.
| Side by side | RJVI | VIG |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.51% | 0.04% |
| Cost per year on $10k | $51 | $4 |
| Trailing 12-mo yield | 4.12% | 1.46% |
| Income per year on $10k | $412 | $146 |
| YTD | +1.4% | +14.7% |
| 1 year | +1.2% | +15.3% |
| 3 years · per year | — | +19.6% |
| 5 years · per year | — | +10.9% |
| Worst drop · 1Y | −4.2% | −7.9% |
| Volatility · 1Y | 4.3% | 10.0% |
| Holdings | 79 | 338 |
| Assets | $22M | $128B |
| Leverage | None | None |
| Since | 2025 | 2006 |
Highlighted = best in the row. Returns include dividends.