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TOLZ and QDIV share 3.0% of their holdings.
| Side by side | SCHY | TOLZ | QDIV |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Thematic · Infrastructure | Income · Dividend stocks |
| Expense ratio | 0.08% | 0.46% | 0.20% |
| Cost per year on $10k | $8 | $46 | $20 |
| Trailing 12-mo yield | 3.54% | 3.05% | 2.58% |
| Income per year on $10k | $354 | $305 | $258 |
| YTD | +14.2% | +12.4% | +26.1% |
| 1 year | +21.2% | +15.8% | +27.8% |
| 3 years · per year | +19.6% | +17.4% | +16.7% |
| 5 years · per year | +9.7% | +8.2% | +8.9% |
| Worst drop · 1Y | −9.1% | −10.5% | −8.0% |
| Volatility · 1Y | 12.2% | 11.3% | 12.9% |
| Holdings | 135 | 116 | 50 |
| Assets | $2.7B | $173M | $32M |
| Leverage | None | None | None |
| Since | 2021 | 2014 | 2018 |
Highlighted = best in the row. Returns include dividends.