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RPV and NDIV share 4.3% of their holdings.
| Side by side | RPV | NDIV |
|---|---|---|
| Strategy | US Stock Styles · Value | Income · Covered calls |
| Expense ratio | 0.35% | 0.59% |
| Cost per year on $10k | $35 | $59 |
| Trailing 12-mo yield | 2.07% | 9.36% |
| Income per year on $10k | $207 | $936 |
| YTD | +20.1% | +38.7% |
| 1 year | +26.2% | +40.5% |
| 3 years · per year | +24.1% | +17.2% |
| 5 years · per year | +11.2% | — |
| Worst drop · 1Y | −7.7% | −11.6% |
| Volatility · 1Y | 11.8% | 18.4% |
| Holdings | 118 | 48 |
| Assets | $1.8B | $35M |
| Leverage | None | None |
| Since | 2006 | 2022 |
Highlighted = best in the row. Returns include dividends.