Loading…
CGMM and DFNL share 4.5% of their holdings.
| Side by side | CGMM | DFNL |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Sectors · Financials |
| Expense ratio | 0.51% | 0.61% |
| Cost per year on $10k | $51 | $61 |
| Trailing 12-mo yield | 0.39% | 1.30% |
| Income per year on $10k | $39 | $130 |
| YTD | +8.7% | +5.0% |
| 1 year | +12.3% | +15.7% |
| 3 years · per year | — | +28.0% |
| 5 years · per year | — | +11.6% |
| Worst drop · 1Y | −10.1% | −12.9% |
| Volatility · 1Y | 15.9% | 14.7% |
| Holdings | 86 | 30 |
| Assets | $3.6B | $448M |
| Leverage | None | None |
| Since | 2025 | 2017 |
Highlighted = best in the row. Returns include dividends.