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CALF and SYLD share 18.8% of their holdings.
| Side by side | CALF | DON | SYLD |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | Income · Dividend stocks | Unsorted |
| Expense ratio | 0.59% | 0.38% | 0.59% |
| Cost per year on $10k | $59 | $38 | $59 |
| Trailing 12-mo yield | 1.09% | 1.89% | 1.68% |
| Income per year on $10k | $109 | $189 | $168 |
| YTD | +33.2% | +14.0% | +27.4% |
| 1 year | +37.6% | +16.7% | +32.6% |
| 3 years · per year | +15.6% | +16.2% | +16.4% |
| 5 years · per year | +7.4% | +8.1% | +8.6% |
| Worst drop · 1Y | −7.9% | −9.0% | −6.9% |
| Volatility · 1Y | 15.8% | 11.9% | 13.8% |
| Holdings | 200 | 333 | 101 |
| Assets | $3.8B | $4.0B | $1.0B |
| Leverage | None | None | None |
| Since | 2017 | 2006 | 2013 |
Highlighted = best in the row. Returns include dividends.