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RWK and DFSV share 22.0% of their holdings.
| Side by side | RWK | DFSV |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Small cap |
| Expense ratio | 0.39% | 0.33% |
| Cost per year on $10k | $39 | $33 |
| Trailing 12-mo yield | 1.05% | 1.37% |
| Income per year on $10k | $105 | $137 |
| YTD | +16.1% | +21.8% |
| 1 year | +17.4% | +26.1% |
| 3 years · per year | +19.4% | +20.0% |
| 5 years · per year | +10.9% | — |
| Worst drop · 1Y | −11.1% | −9.4% |
| Volatility · 1Y | 15.5% | 14.7% |
| Holdings | 398 | 1,015 |
| Assets | $1.3B | $27.9B |
| Leverage | None | None |
| Since | 2008 | 1993 |
Highlighted = best in the row. Returns include dividends.