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BLCR and DON share 1.9% of their holdings.
| Side by side | BLCR | DON |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Dividend stocks |
| Expense ratio | 0.38% | 0.38% |
| Cost per year on $10k | $38 | $38 |
| Trailing 12-mo yield | 0.33% | 1.89% |
| Income per year on $10k | $33 | $189 |
| YTD | +12.6% | +14.0% |
| 1 year | +15.8% | +16.7% |
| 3 years · per year | +25.4% | +16.2% |
| 5 years · per year | — | +8.1% |
| Worst drop · 1Y | −10.2% | −9.0% |
| Volatility · 1Y | 17.5% | 11.9% |
| Holdings | 52 | 333 |
| Assets | $9.6B | $4.0B |
| Leverage | None | None |
| Since | 2023 | 2006 |
Highlighted = best in the row. Returns include dividends.