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EAFG and IVAL share 6.9% of their holdings.
| Side by side | SDIV | EAFG | IVAL |
|---|---|---|---|
| Strategy | Income · Dividend stocks | International · Developed | International · Ex-US broad |
| Expense ratio | 0.58% | 0.65% | 0.38% |
| Cost per year on $10k | $58 | $65 | $38 |
| Trailing 12-mo yield | 9.72% | 1.99% | 2.85% |
| Income per year on $10k | $972 | $199 | $285 |
| YTD | +1.9% | +10.6% | +19.1% |
| 1 year | +4.6% | +14.8% | +23.0% |
| 3 years · per year | +15.0% | — | +21.7% |
| 5 years · per year | −0.6% | — | +11.4% |
| Worst drop · 1Y | −8.9% | −12.7% | −11.2% |
| Volatility · 1Y | 13.1% | 19.5% | 15.0% |
| Holdings | 106 | 112 | 54 |
| Assets | $1.1B | $2M | $227M |
| Leverage | None | None | None |
| Since | 2011 | 2024 | 2014 |
Highlighted = best in the row. Returns include dividends.