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DFNL and VFH share 27.3% of their holdings.
| Side by side | DFNL | VFH |
|---|---|---|
| Strategy | Sectors · Financials | Sectors · Financials |
| Expense ratio | 0.61% | 0.09% |
| Cost per year on $10k | $61 | $9 |
| Trailing 12-mo yield | 1.30% | 1.68% |
| Income per year on $10k | $130 | $168 |
| YTD | +5.0% | +6.1% |
| 1 year | +15.7% | +12.0% |
| 3 years · per year | +28.0% | +24.0% |
| 5 years · per year | +11.6% | +9.0% |
| Worst drop · 1Y | −12.9% | −14.7% |
| Volatility · 1Y | 14.7% | 14.7% |
| Holdings | 30 | 404 |
| Assets | $448M | $13.9B |
| Leverage | None | None |
| Since | 2017 | 2004 |
Highlighted = best in the row. Returns include dividends.