Loading…
DUSA and KBWB share 11.7% of their holdings.
| Side by side | DUSA | KBWB | FDV |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Sectors · Financials | Income · Dividend stocks |
| Expense ratio | 0.59% | 0.35% | 0.61% |
| Cost per year on $10k | $59 | $35 | $61 |
| Trailing 12-mo yield | 0.86% | 2.07% | 2.79% |
| Income per year on $10k | $86 | $207 | $279 |
| YTD | +10.9% | +8.7% | +22.2% |
| 1 year | +17.7% | +19.6% | +23.6% |
| 3 years · per year | +24.4% | +37.9% | +19.8% |
| 5 years · per year | +11.3% | +7.5% | — |
| Worst drop · 1Y | −7.6% | −16.4% | −7.4% |
| Volatility · 1Y | 11.4% | 19.9% | 11.0% |
| Holdings | 28 | 26 | 52 |
| Assets | $1.3B | $6.7B | $1.0B |
| Leverage | None | None | None |
| Since | 2017 | 2011 | 2022 |
Highlighted = best in the row. Returns include dividends.