Loading…
SDIV and IVAL share 3.6% of their holdings.
| Side by side | SDIV | IVAL |
|---|---|---|
| Strategy | Income · Dividend stocks | International · Ex-US broad |
| Expense ratio | 0.58% | 0.38% |
| Cost per year on $10k | $58 | $38 |
| Trailing 12-mo yield | 9.85% | 2.86% |
| Income per year on $10k | $985 | $286 |
| YTD | +0.5% | +18.8% |
| 1 year | +4.0% | +24.0% |
| 3 years · per year | +14.8% | +22.2% |
| 5 years · per year | −0.9% | +11.1% |
| Worst drop · 1Y | −10.1% | −11.2% |
| Volatility · 1Y | 13.2% | 14.9% |
| Holdings | 106 | 54 |
| Assets | $1.1B | $227M |
| Leverage | None | None |
| Since | 2011 | 2014 |
Highlighted = best in the row. Returns include dividends.