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TMDV and SMDV share 12.8% of their holdings.
| Side by side | TMDV | SMDV |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.35% | 0.40% |
| Cost per year on $10k | $35 | $40 |
| Trailing 12-mo yield | 2.46% | 2.34% |
| Income per year on $10k | $246 | $234 |
| YTD | +15.1% | +14.9% |
| 1 year | +15.8% | +15.0% |
| 3 years · per year | +11.2% | +14.5% |
| 5 years · per year | +4.7% | +5.8% |
| Worst drop · 1Y | −9.8% | −9.8% |
| Volatility · 1Y | 12.5% | 14.0% |
| Holdings | 67 | 72 |
| Assets | $5M | $665M |
| Leverage | None | None |
| Since | 2019 | 2015 |
Highlighted = best in the row. Returns include dividends.