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UPSD and DFAC share 35.6% of their holdings.
| Side by side | UPSD | DFAC |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Large cap |
| Expense ratio | 0.79% | 0.21% |
| Cost per year on $10k | $79 | $21 |
| Trailing 12-mo yield | 0.59% | 0.88% |
| Income per year on $10k | $59 | $88 |
| YTD | +12.6% | +14.0% |
| 1 year | +13.4% | +16.3% |
| 3 years · per year | — | +22.6% |
| 5 years · per year | — | +11.1% |
| Worst drop · 1Y | −11.9% | −8.5% |
| Volatility · 1Y | 14.3% | 12.2% |
| Holdings | 0 | 2,598 |
| Assets | $132M | $87.6B |
| Leverage | None | None |
| Since | 2024 | 2005 |
Highlighted = best in the row. Returns include dividends.