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DUSA and DWLD share 50.7% of their holdings.
| Side by side | DUSA | JHMM | DWLD |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Mid cap | Unsorted |
| Expense ratio | 0.59% | 0.41% | 0.62% |
| Cost per year on $10k | $59 | $41 | $62 |
| Trailing 12-mo yield | 0.87% | 0.89% | 1.63% |
| Income per year on $10k | $87 | $89 | $163 |
| YTD | +10.5% | +13.3% | −4.5% |
| 1 year | +20.1% | +16.4% | +0.5% |
| 3 years · per year | +25.4% | +19.5% | +21.3% |
| 5 years · per year | +11.3% | +7.2% | +8.3% |
| Worst drop · 1Y | −7.6% | −8.6% | −11.3% |
| Volatility · 1Y | 11.3% | 13.8% | 14.7% |
| Holdings | 28 | 661 | 38 |
| Assets | $1.3B | $6.0B | $567M |
| Leverage | None | None | None |
| Since | 2017 | 2015 | 2017 |
Highlighted = best in the row. Returns include dividends.