Loading…
SRET and DIV share 7.4% of their holdings.
| Side by side | SRET | DIV | XSLV |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | US Stock Styles · Small cap |
| Expense ratio | 0.58% | 0.45% | 0.25% |
| Cost per year on $10k | $58 | $45 | $25 |
| Trailing 12-mo yield | 9.48% | 6.51% | 2.39% |
| Income per year on $10k | $948 | $651 | $239 |
| YTD | −1.6% | +17.8% | +12.2% |
| 1 year | −0.1% | +19.7% | +14.7% |
| 3 years · per year | +11.4% | +14.6% | +12.7% |
| 5 years · per year | +0.1% | +5.9% | +3.3% |
| Worst drop · 1Y | −15.5% | −5.4% | −9.5% |
| Volatility · 1Y | 12.5% | 10.3% | 12.8% |
| Holdings | 29 | 50 | 118 |
| Assets | $199M | $766M | $238M |
| Leverage | None | None | None |
| Since | 2015 | 2013 | 2013 |
Highlighted = best in the row. Returns include dividends.