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DFSV and BSMC share 5.5% of their holdings.
| Side by side | DFSV | BSMC |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Mid cap |
| Expense ratio | 0.31% | 0.70% |
| Cost per year on $10k | $31 | $70 |
| Trailing 12-mo yield | 1.37% | 0.94% |
| Income per year on $10k | $137 | $94 |
| YTD | +22.1% | +17.5% |
| 1 year | +29.0% | +22.9% |
| 3 years · per year | +20.2% | +19.6% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −9.4% | −9.0% |
| Volatility · 1Y | 14.7% | 13.9% |
| Holdings | 1,015 | 67 |
| Assets | $28.0B | $182M |
| Leverage | None | None |
| Since | 1993 | 2023 |
Highlighted = best in the row. Returns include dividends.