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WTBN and DUKZ share 15.0% of their holdings.
| Side by side | WTBN | DUKZ |
|---|---|---|
| Strategy | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.50% | 3.47% |
| Cost per year on $10k | $50 | $347 |
| Trailing 12-mo yield | 4.13% | 3.81% |
| Income per year on $10k | $413 | $381 |
| YTD | −2.0% | +0.6% |
| 1 year | −1.7% | +0.4% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −5.2% | −3.4% |
| Volatility · 1Y | 4.1% | 4.5% |
| Holdings | 12 | 0 |
| Assets | $105M | $60M |
| Leverage | None | None |
| Since | 2023 | 2024 |
Highlighted = best in the row. Returns include dividends.