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LCIV and SPWO share 7.3% of their holdings.
| Side by side | YLDE | LCIV | SPWO |
|---|---|---|---|
| Strategy | Income · Dividend stocks | International · Ex-US broad | International · Ex-US broad |
| Expense ratio | 0.48% | 0.99% | 0.55% |
| Cost per year on $10k | $48 | $99 | $55 |
| Trailing 12-mo yield | 7.76% | 0.00% | 1.14% |
| Income per year on $10k | $776 | $0 | $114 |
| YTD | +11.3% | — | +13.8% |
| 1 year | +15.4% | — | +13.7% |
| 3 years · per year | +18.1% | — | — |
| 5 years · per year | +10.0% | — | — |
| Worst drop · 1Y | −7.6% | — | −13.7% |
| Volatility · 1Y | 9.4% | — | 24.4% |
| Holdings | 48 | 45 | 374 |
| Assets | $181M | $20M | $238M |
| Leverage | None | None | None |
| Since | 2017 | 2026 | 2023 |
Highlighted = best in the row. Returns include dividends.