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| Side by side | DFNL |
|---|---|
| Strategy | Sectors · Financials |
| Expense ratio | 0.61% |
| Cost per year on $10k | $61 |
| Trailing 12-mo yield | 1.30% |
| Income per year on $10k | $130 |
| YTD | +5.0% |
| 1 year | +15.7% |
| 3 years · per year | +28.0% |
| 5 years · per year | +11.6% |
| Worst drop · 1Y | −12.9% |
| Volatility · 1Y | 14.7% |
| Holdings | 30 |
| Assets | $448M |
| Leverage | None |
| Since | 2017 |
Highlighted = best in the row. Returns include dividends.