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RWK and DFAT share 29.5% of their holdings.
| Side by side | RWK | DFAT |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Value |
| Expense ratio | 0.39% | 0.31% |
| Cost per year on $10k | $39 | $31 |
| Trailing 12-mo yield | 1.03% | 1.32% |
| Income per year on $10k | $103 | $132 |
| YTD | +17.6% | +20.0% |
| 1 year | +21.1% | +26.2% |
| 3 years · per year | +20.1% | +19.6% |
| 5 years · per year | +10.9% | +10.0% |
| Worst drop · 1Y | −11.1% | −9.6% |
| Volatility · 1Y | 15.5% | 14.2% |
| Holdings | 398 | 1,527 |
| Assets | $1.3B | $31.7B |
| Leverage | None | None |
| Since | 2008 | 2000 |
Highlighted = best in the row. Returns include dividends.