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DLS and DFE share 32.3% of their holdings.
| Side by side | DLS | WAGN | DFE |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.58% | 0.90% | 0.58% |
| Cost per year on $10k | $58 | $90 | $58 |
| Trailing 12-mo yield | 3.54% | 0.00% | 4.04% |
| Income per year on $10k | $355 | $0 | $404 |
| YTD | +8.4% | — | +7.3% |
| 1 year | +12.0% | — | +10.4% |
| 3 years · per year | +20.6% | — | +19.5% |
| 5 years · per year | +6.8% | — | +4.6% |
| Worst drop · 1Y | −11.0% | — | −11.4% |
| Volatility · 1Y | 14.0% | — | 15.2% |
| Holdings | 1,011 | 0 | 391 |
| Assets | $1.0B | $311M | $159M |
| Leverage | None | None | None |
| Since | 2006 | 2023 | 2006 |
Highlighted = best in the row. Returns include dividends.