VWIAX
Vanguard Wellesley Income Fund Admiral Shares
1W: -0.9%
1M: -4.1%
3M: -4.0%
YTD: -2.3%
1Y: -5.4%
3Y: +18.2%
5Y: +8.7%
$60.44
+0.07 (+0.12%)
Weekly Expected Move ±0.9%
$59
$60
$60
$61
$61
Similar ETFs
20 peers by holdings overlap (1513 holdings)
VEIRX
Vanguard Equity Income Fund Admiral Shares
69.1%
Shared65 holdings
Total221
AUM$63.1B
Price$99.03
VHYAX
Vanguard High Dividend Yield Index Fund Admiral Shares
30.0%
Shared59 holdings
Total603
AUM$92.9B
Price$47.16
VYM
Vanguard High Dividend Yield ETF
30.0%
Shared59 holdings
Total603
AUM$92.9B
Price$156.46
QUVU
Hartford Quality Value ETF
27.6%
Shared22 holdings
Total72
AUM$171M
Price$28.86
LCEYX
Invesco Diversified Dividend Fund Class Y
26.3%
Shared24 holdings
Total76
AUM$22.3B
Price$19.42
LCEFX
Invesco Diversified Dividend Fund Cl R6
26.3%
Shared24 holdings
Total76
AUM$22.3B
Price$19.39
VUSV
Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Value Active ETF
25.8%
Shared24 holdings
Total85
AUM$89M
Price$69.26
XDU.TO
iShares Core MSCI US Quality Dividend Index ETF
25.5%
Shared38 holdings
Total—
AUM$329M
Price$37.08
XDUH.TO
iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged)
25.5%
Shared38 holdings
Total—
AUM$97M
Price$31.11
XDU-U.TO
ETF
25.5%
Shared38 holdings
Total—
AUM—
Price—
ACVU
Hartford Quality Value ETF
25.3%
Shared31 holdings
Total110
AUM$186M
Price$31.20
VWNEX
Vanguard Windsor Admiral
24.9%
Shared32 holdings
Total129
AUM$24.2B
Price$81.80
CSTK
Invesco Actively Managed Exchange Traded Fund Trust - Invesco Comstock Contrarian Equity ETF
24.9%
Shared19 holdings
Total57
AUM$176M
Price$32.67
DVVY
Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Diversified Dividend Opportunities ETF
24.9%
Shared19 holdings
Total63
AUM$3M
Price$26.58
ACSRX
Invesco Comstock Fund Class R
24.3%
Shared20 holdings
Total86
AUM$14.4B
Price$33.74
ICSFX
Invesco Comstock R6
24.3%
Shared20 holdings
Total86
AUM$14.4B
Price$33.63
EPLPX
NYLI Epoch U.S. Equity Yield Fund Class A
23.8%
Shared22 holdings
Total110
AUM$1.2B
Price$25.61
NUDV
Nuveen ESG Dividend
23.8%
Shared21 holdings
Total82
AUM$45M
Price$32.14
FUNL
CornerCap Fundametrics Large-Cap ETF FUNL
23.2%
Shared28 holdings
Total146
AUM$211M
Price$49.28
ESGS
Columbia Sustainable U.S. Equity Income ETF
22.8%
Shared25 holdings
Total100
AUM$58M
Price$44.09
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VWIAX | $45.5B | 74 | 10.5% | 31.6 | 6.2 | 4.5 | 20.0% | 14.1% | 2.62% | +12.0% | +20.9% | 57.3 | 6.5 |
| VEIRX | $63.1B | 221 | 23.3% | 30.6 | 6.9 | 5.5 | 23.4% | 17.7% | 2.33% | +11.4% | +20.2% | 58.8 | 6.6 |
| VHYAX | $92.9B | 603 | 25.7% | 24.9 | 4.8 | 3.7 | 20.0% | 14.9% | 2.45% | +12.5% | +25.6% | 58.6 | 6.8 |
| VYM | $92.9B | 603 | 25.7% | 24.9 | 4.8 | 3.7 | 20.0% | 14.9% | 2.45% | +12.5% | +25.6% | 58.6 | 6.8 |
| QUVU | $171M | 72 | 27.0% | 12.5 | 3.8 | 3.8 | 35.2% | 30.7% | 2.24% | +11.3% | +24.7% | 58.0 | 6.3 |
| LCEYX | $22.3B | 76 | 28.5% | 27.1 | 7.7 | 6.4 | 31.3% | 23.7% | 2.02% | +12.1% | +19.9% | 61.4 | 6.8 |
| LCEFX | $22.3B | 76 | 28.5% | 27.1 | 7.7 | 6.4 | 31.3% | 23.7% | 2.02% | +12.1% | +19.9% | 61.4 | 6.8 |
| VUSV | $89M | 85 | 23.5% | 20.6 | 4.6 | 4.5 | 24.4% | 21.6% | 1.55% | +14.1% | +23.7% | 55.9 | 6.4 |
| XDU.TO | $329M | — | —% | 23.7 | 4.3 | 2.5 | 18.5% | 10.3% | 2.76% | +9.5% | +8.7% | 59.4 | 6.6 |
| XDUH.TO | $97M | — | —% | 23.7 | 4.3 | 2.5 | 18.5% | 10.3% | 2.76% | +9.5% | +8.7% | 59.4 | 6.6 |
| XDU-U.TO | — | — | —% | 23.7 | 4.3 | 2.5 | 18.5% | 10.3% | 2.76% | +9.5% | +8.7% | 59.4 | 6.6 |