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AVIV and DFIV share 31.7% of their holdings.
| Side by side | AVIV | DFIV |
|---|---|---|
| Strategy | International · Ex-US broad | International · Ex-US broad |
| Expense ratio | 0.25% | 0.27% |
| Cost per year on $10k | $25 | $27 |
| Trailing 12-mo yield | 2.86% | 2.76% |
| Income per year on $10k | $286 | $276 |
| YTD | +13.2% | +15.5% |
| 1 year | +19.9% | +25.0% |
| 3 years · per year | +24.1% | +26.4% |
| 5 years · per year | +12.4% | +14.9% |
| Worst drop · 1Y | −10.8% | −9.7% |
| Volatility · 1Y | 14.9% | 13.9% |
| Holdings | 596 | 557 |
| Assets | $2.1B | $22.1B |
| Leverage | None | None |
| Since | 2021 | 1999 |
Highlighted = best in the row. Returns include dividends.