Loading…
DFIS and SCZ share 51.9% of their holdings.
| Side by side | DFIS | SCZ | FKU |
|---|---|---|---|
| Strategy | International · Ex-US broad | International · Developed | International · Region & country |
| Expense ratio | 0.39% | 0.40% | 0.80% |
| Cost per year on $10k | $39 | $40 | $80 |
| Trailing 12-mo yield | 2.21% | 3.20% | 3.73% |
| Income per year on $10k | $221 | $320 | $373 |
| YTD | +10.7% | +9.0% | +12.5% |
| 1 year | +15.8% | +12.5% | +19.9% |
| 3 years · per year | +23.2% | +20.5% | +26.7% |
| 5 years · per year | — | +4.9% | +9.4% |
| Worst drop · 1Y | −12.5% | −11.4% | −14.2% |
| Volatility · 1Y | 15.4% | 15.3% | 18.0% |
| Holdings | 3,463 | 2,025 | 76 |
| Assets | $5.8B | $12.7B | $35M |
| Leverage | None | None | None |
| Since | 2022 | 2007 | 2012 |
Highlighted = best in the row. Returns include dividends.