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DFIV and FDT share 19.7% of their holdings.
| Side by side | DFIV | FDT | FTAG |
|---|---|---|---|
| Strategy | International · Ex-US broad | International · Developed | Commodities · Broad basket |
| Expense ratio | 0.27% | 0.80% | 0.70% |
| Cost per year on $10k | $27 | $80 | $70 |
| Trailing 12-mo yield | 2.76% | 3.09% | 1.17% |
| Income per year on $10k | $276 | $309 | $117 |
| YTD | +15.5% | +13.9% | +10.6% |
| 1 year | +25.0% | +18.9% | +14.6% |
| 3 years · per year | +26.4% | +28.0% | +8.0% |
| 5 years · per year | +14.9% | +11.1% | +1.0% |
| Worst drop · 1Y | −9.7% | −13.4% | −10.8% |
| Volatility · 1Y | 13.9% | 21.5% | 14.6% |
| Holdings | 557 | 301 | 54 |
| Assets | $22.1B | $1.4B | $14M |
| Leverage | None | None | None |
| Since | 1999 | 2011 | 2010 |
Highlighted = best in the row. Returns include dividends.