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DON and SMLF share 24.2% of their holdings.
| Side by side | SPYD | DON | SMLF |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | US Stock Styles · Small cap |
| Expense ratio | 0.07% | 0.38% | 0.15% |
| Cost per year on $10k | $7 | $38 | $15 |
| Trailing 12-mo yield | 4.15% | 1.89% | 0.99% |
| Income per year on $10k | $415 | $189 | $99 |
| YTD | +18.5% | +14.0% | +15.1% |
| 1 year | +22.0% | +16.7% | +17.0% |
| 3 years · per year | +19.0% | +16.2% | +22.3% |
| 5 years · per year | +8.6% | +8.1% | +10.0% |
| Worst drop · 1Y | −9.8% | −9.0% | −8.7% |
| Volatility · 1Y | 12.1% | 11.9% | 16.8% |
| Holdings | 78 | 333 | 957 |
| Assets | $7.6B | $4.0B | $4.2B |
| Leverage | None | None | None |
| Since | 2015 | 2006 | 2015 |
Highlighted = best in the row. Returns include dividends.