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DON and TMSL share 20.4% of their holdings.
| Side by side | DON | TMSL | LYLD |
|---|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Mid cap | US Stock Styles · Large cap |
| Expense ratio | 0.38% | 0.55% | 0.59% |
| Cost per year on $10k | $38 | $55 | $59 |
| Trailing 12-mo yield | 1.90% | 0.48% | 2.05% |
| Income per year on $10k | $190 | $48 | $205 |
| YTD | +13.3% | +17.7% | +24.3% |
| 1 year | +14.3% | +19.1% | +27.5% |
| 3 years · per year | +15.8% | +21.8% | — |
| 5 years · per year | +8.1% | — | — |
| Worst drop · 1Y | −9.0% | −11.2% | −7.7% |
| Volatility · 1Y | 11.9% | 18.1% | 11.2% |
| Holdings | 333 | 288 | 51 |
| Assets | $3.9B | $3.2B | $9M |
| Leverage | None | None | None |
| Since | 2006 | 2023 | 2024 |
Highlighted = best in the row. Returns include dividends.