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SDVY and SMLF share 16.5% of their holdings.
| Side by side | XHB | FLQM | SDVY | SMLF |
|---|---|---|---|---|
| Strategy | Sectors · Real estate | US Stock Styles · Mid cap | Income · Dividend stocks | US Stock Styles · Small cap |
| Expense ratio | 0.35% | 0.30% | 0.58% | 0.15% |
| Cost per year on $10k | $35 | $30 | $58 | $15 |
| Trailing 12-mo yield | 1.08% | 1.60% | 0.98% | 0.98% |
| Income per year on $10k | $108 | $160 | $98 | $98 |
| YTD | −0.7% | +10.8% | +11.7% | +16.7% |
| 1 year | −5.4% | +12.6% | +13.9% | +16.2% |
| 3 years · per year | +13.5% | +15.8% | +18.2% | +22.3% |
| 5 years · per year | +6.6% | +7.4% | +9.1% | +10.4% |
| Worst drop · 1Y | −22.8% | −7.6% | −9.5% | −8.7% |
| Volatility · 1Y | 28.1% | 12.2% | 14.0% | 16.8% |
| Holdings | 34 | 119 | 172 | 959 |
| Assets | $1.5B | $1.4B | $11.0B | $4.3B |
| Leverage | None | None | None | None |
| Since | 2006 | 2017 | 2017 | 2015 |
Highlighted = best in the row. Returns include dividends.