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ZIG and FDIV share 4.9% of their holdings.
| Side by side | ZIG | FDIV |
|---|---|---|
| Strategy | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.75% | 0.35% |
| Cost per year on $10k | $75 | $35 |
| Trailing 12-mo yield | 1.68% | 2.37% |
| Income per year on $10k | $168 | $237 |
| YTD | +13.7% | +6.4% |
| 1 year | +16.6% | +11.1% |
| 3 years · per year | +13.6% | +9.8% |
| 5 years · per year | +8.4% | — |
| Worst drop · 1Y | −9.0% | −9.6% |
| Volatility · 1Y | 14.3% | 12.4% |
| Holdings | 0 | 6 |
| Assets | $33M | $57M |
| Leverage | None | None |
| Since | 2019 | 2023 |
Highlighted = best in the row. Returns include dividends.