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SMDV and HSMV share 16.8% of their holdings.
| Side by side | SMDV | HSMV |
|---|---|---|
| Strategy | Income · Dividend stocks | Unsorted |
| Expense ratio | 0.40% | 0.80% |
| Cost per year on $10k | $40 | $80 |
| Trailing 12-mo yield | 2.34% | 4.52% |
| Income per year on $10k | $234 | $452 |
| YTD | +14.9% | +4.7% |
| 1 year | +15.0% | +5.6% |
| 3 years · per year | +14.5% | +11.0% |
| 5 years · per year | +5.8% | +3.4% |
| Worst drop · 1Y | −9.8% | −9.0% |
| Volatility · 1Y | 14.0% | 10.4% |
| Holdings | 72 | 151 |
| Assets | $665M | $5M |
| Leverage | None | None |
| Since | 2015 | 2020 |
Highlighted = best in the row. Returns include dividends.