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NUSC and SDVY share 12.2% of their holdings.
| Side by side | NUSC | SDVY |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Income · Dividend stocks |
| Expense ratio | 0.31% | 0.58% |
| Cost per year on $10k | $31 | $58 |
| Trailing 12-mo yield | 0.92% | 0.98% |
| Income per year on $10k | $92 | $98 |
| YTD | +13.4% | +12.3% |
| 1 year | +15.4% | +15.5% |
| 3 years · per year | +17.6% | +18.5% |
| 5 years · per year | +4.4% | +9.1% |
| Worst drop · 1Y | −10.1% | −9.5% |
| Volatility · 1Y | 16.1% | 14.1% |
| Holdings | 400 | 172 |
| Assets | $1.3B | $11.1B |
| Leverage | None | None |
| Since | 2016 | 2017 |
Highlighted = best in the row. Returns include dividends.