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ESG and DFAC share 45.1% of their holdings.
| Side by side | ESG | DFAC |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Large cap |
| Expense ratio | 0.33% | 0.21% |
| Cost per year on $10k | $33 | $21 |
| Trailing 12-mo yield | 0.83% | 0.88% |
| Income per year on $10k | $83 | $88 |
| YTD | +15.6% | +14.0% |
| 1 year | +17.7% | +16.3% |
| 3 years · per year | +22.8% | +22.6% |
| 5 years · per year | +11.5% | +11.1% |
| Worst drop · 1Y | −8.7% | −8.5% |
| Volatility · 1Y | 11.5% | 12.2% |
| Holdings | 251 | 2,598 |
| Assets | $137M | $87.6B |
| Leverage | None | None |
| Since | 2016 | 2005 |
Highlighted = best in the row. Returns include dividends.