Loading…
XLC and CGDV share 9.8% of their holdings.
| Side by side | XLC | CGDV |
|---|---|---|
| Strategy | Sectors · Communication | Income · Dividend stocks |
| Expense ratio | 0.08% | 0.33% |
| Cost per year on $10k | $8 | $33 |
| Trailing 12-mo yield | 1.38% | 1.24% |
| Income per year on $10k | $138 | $124 |
| YTD | −14.1% | +12.5% |
| 1 year | −11.2% | +15.6% |
| 3 years · per year | +17.9% | +25.5% |
| 5 years · per year | +5.5% | — |
| Worst drop · 1Y | −16.1% | −9.7% |
| Volatility · 1Y | 16.4% | 12.6% |
| Holdings | 22 | 58 |
| Assets | $21.8B | $38.9B |
| Leverage | None | None |
| Since | 2018 | 2022 |
Highlighted = best in the row. Returns include dividends.