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DFIV and FDT share 19.7% of their holdings.
| Side by side | DFIV | FDT | IBAT |
|---|---|---|---|
| Strategy | International · Ex-US broad | International · Developed | Sectors · Energy |
| Expense ratio | 0.27% | 0.80% | 0.47% |
| Cost per year on $10k | $27 | $80 | $47 |
| Trailing 12-mo yield | 2.75% | 3.06% | 0.81% |
| Income per year on $10k | $275 | $306 | $81 |
| YTD | +16.0% | +15.0% | +30.6% |
| 1 year | +24.6% | +20.1% | +18.5% |
| 3 years · per year | +26.1% | +27.8% | — |
| 5 years · per year | +15.1% | +11.6% | — |
| Worst drop · 1Y | −9.7% | −13.4% | −25.9% |
| Volatility · 1Y | 13.9% | 21.4% | 32.1% |
| Holdings | 557 | 301 | 82 |
| Assets | $22.1B | $1.4B | $58M |
| Leverage | None | None | None |
| Since | 1999 | 2011 | 2024 |
Highlighted = best in the row. Returns include dividends.