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SMIG and VIG share 1.6% of their holdings.
| Side by side | SMIG | VIG |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.60% | 0.04% |
| Cost per year on $10k | $60 | $4 |
| Trailing 12-mo yield | 1.67% | 1.46% |
| Income per year on $10k | $167 | $146 |
| YTD | +14.2% | +14.7% |
| 1 year | +14.1% | +15.3% |
| 3 years · per year | +16.0% | +19.6% |
| 5 years · per year | +7.1% | +10.9% |
| Worst drop · 1Y | −8.5% | −7.9% |
| Volatility · 1Y | 11.5% | 10.0% |
| Holdings | 39 | 338 |
| Assets | $1.5B | $128B |
| Leverage | None | None |
| Since | 2021 | 2006 |
Highlighted = best in the row. Returns include dividends.