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DUSA and DFNL share 26.6% of their holdings.
| Side by side | DUSA | OAKM | DFNL |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Large cap | Sectors · Financials |
| Expense ratio | 0.59% | 0.64% | 0.61% |
| Cost per year on $10k | $59 | $64 | $61 |
| Trailing 12-mo yield | 0.87% | 0.60% | 1.30% |
| Income per year on $10k | $87 | $60 | $130 |
| YTD | +10.5% | +10.9% | +5.0% |
| 1 year | +20.1% | +19.5% | +15.7% |
| 3 years · per year | +25.4% | — | +28.0% |
| 5 years · per year | +11.3% | — | +11.6% |
| Worst drop · 1Y | −7.6% | −8.6% | −12.9% |
| Volatility · 1Y | 11.3% | 13.2% | 14.7% |
| Holdings | 28 | 0 | 30 |
| Assets | $1.3B | $1.2B | $448M |
| Leverage | None | None | None |
| Since | 2017 | 2024 | 2017 |
Highlighted = best in the row. Returns include dividends.