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CALF and SYLD share 18.2% of their holdings.
| Side by side | XOP | CALF | DON | SYLD |
|---|---|---|---|---|
| Strategy | Sectors · Energy | US Stock Styles · Small cap | Income · Dividend stocks | Unsorted |
| Expense ratio | 0.35% | 0.59% | 0.38% | 0.59% |
| Cost per year on $10k | $35 | $59 | $38 | $59 |
| Trailing 12-mo yield | 1.57% | 1.09% | 1.90% | 1.70% |
| Income per year on $10k | $157 | $109 | $190 | $170 |
| YTD | +60.1% | +32.3% | +13.3% | +26.1% |
| 1 year | +61.8% | +34.8% | +14.3% | +28.8% |
| 3 years · per year | +13.4% | +15.0% | +15.8% | +15.8% |
| 5 years · per year | +16.3% | +7.5% | +8.1% | +8.6% |
| Worst drop · 1Y | −18.5% | −7.9% | −9.0% | −6.9% |
| Volatility · 1Y | 28.7% | 15.8% | 11.9% | 13.8% |
| Holdings | 51 | 201 | 333 | 101 |
| Assets | $4.6B | $3.8B | $3.9B | $1.0B |
| Leverage | None | None | None | None |
| Since | 2006 | 2017 | 2006 | 2013 |
Highlighted = best in the row. Returns include dividends.