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DFVX and VV share 52.8% of their holdings.
| Side by side | DFVX | VV |
|---|---|---|
| Strategy | Low-Cost Core · US large cap | Low-Cost Core · US large cap |
| Expense ratio | 0.19% | 0.03% |
| Cost per year on $10k | $19 | $3 |
| Trailing 12-mo yield | 1.12% | 1.04% |
| Income per year on $10k | $112 | $104 |
| YTD | +14.8% | +10.9% |
| 1 year | +17.7% | +11.4% |
| 3 years · per year | — | +23.9% |
| 5 years · per year | — | +11.7% |
| Worst drop · 1Y | −7.2% | −9.2% |
| Volatility · 1Y | 11.0% | 12.9% |
| Holdings | 348 | 479 |
| Assets | $549M | $76.0B |
| Leverage | None | None |
| Since | 2023 | 2004 |
Highlighted = best in the row. Returns include dividends.