Loading…
CGMM and NUSC share 9.7% of their holdings.
| Side by side | CGMM | NUSC | DFNL |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Small cap | Sectors · Financials |
| Expense ratio | 0.51% | 0.31% | 0.61% |
| Cost per year on $10k | $51 | $31 | $61 |
| Trailing 12-mo yield | 0.39% | 0.92% | 1.30% |
| Income per year on $10k | $39 | $92 | $130 |
| YTD | +8.7% | +13.4% | +5.0% |
| 1 year | +12.3% | +15.4% | +15.7% |
| 3 years · per year | — | +17.6% | +28.0% |
| 5 years · per year | — | +4.4% | +11.6% |
| Worst drop · 1Y | −10.1% | −10.1% | −12.9% |
| Volatility · 1Y | 15.9% | 16.1% | 14.7% |
| Holdings | 86 | 400 | 30 |
| Assets | $3.6B | $1.3B | $448M |
| Leverage | None | None | None |
| Since | 2025 | 2016 | 2017 |
Highlighted = best in the row. Returns include dividends.