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SPHD and XUDV share 35.3% of their holdings.
| Side by side | SPHD | XUDV | DIVG |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.30% | 0.09% | 0.39% |
| Cost per year on $10k | $30 | $9 | $39 |
| Trailing 12-mo yield | 4.75% | 3.32% | 2.92% |
| Income per year on $10k | $475 | $332 | $292 |
| YTD | +13.2% | +29.0% | +21.5% |
| 1 year | +16.0% | +32.8% | +25.4% |
| 3 years · per year | +15.9% | — | — |
| 5 years · per year | +8.1% | — | — |
| Worst drop · 1Y | −9.8% | −6.8% | −7.2% |
| Volatility · 1Y | 12.1% | 12.3% | 10.8% |
| Holdings | 54 | 105 | 100 |
| Assets | $3.4B | $80M | $12M |
| Leverage | None | None | None |
| Since | 2012 | 2025 | 2023 |
Highlighted = best in the row. Returns include dividends.