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DESK and WDIV share 2.8% of their holdings.
| Side by side | DESK | WDIV |
|---|---|---|
| Strategy | Sectors · Real estate | Income · Dividend stocks |
| Expense ratio | 0.51% | 0.40% |
| Cost per year on $10k | $51 | $40 |
| Trailing 12-mo yield | 5.06% | 4.20% |
| Income per year on $10k | $506 | $420 |
| YTD | +7.5% | +13.5% |
| 1 year | −0.8% | +17.1% |
| 3 years · per year | +13.5% | +21.6% |
| 5 years · per year | — | +9.2% |
| Worst drop · 1Y | −19.6% | −8.6% |
| Volatility · 1Y | 20.8% | 10.2% |
| Holdings | 26 | 90 |
| Assets | $6M | $281M |
| Leverage | None | None |
| Since | 2023 | 2013 |
Highlighted = best in the row. Returns include dividends.