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| Side by side | DFVX |
|---|---|
| Strategy | Low-Cost Core · US large cap |
| Expense ratio | 0.19% |
| Cost per year on $10k | $19 |
| Trailing 12-mo yield | 1.12% |
| Income per year on $10k | $112 |
| YTD | +14.8% |
| 1 year | +17.7% |
| 3 years · per year | — |
| 5 years · per year | — |
| Worst drop · 1Y | −7.2% |
| Volatility · 1Y | 11.0% |
| Holdings | 348 |
| Assets | $549M |
| Leverage | None |
| Since | 2023 |
Highlighted = best in the row. Returns include dividends.