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DES and ALTY share 2.2% of their holdings.
| Side by side | DES | ALTY |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.38% | 0.50% |
| Cost per year on $10k | $38 | $50 |
| Trailing 12-mo yield | 2.29% | 7.94% |
| Income per year on $10k | $229 | $794 |
| YTD | +20.0% | +4.9% |
| 1 year | +20.9% | +6.2% |
| 3 years · per year | +16.7% | +12.3% |
| 5 years · per year | +7.1% | +4.7% |
| Worst drop · 1Y | −8.7% | −5.2% |
| Volatility · 1Y | 14.3% | 6.0% |
| Holdings | 586 | 20 |
| Assets | $2.1B | $46M |
| Leverage | None | None |
| Since | 2006 | 2015 |
Highlighted = best in the row. Returns include dividends.