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DON and LYLD share 10.2% of their holdings.
| Side by side | DON | LYLD |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Large cap |
| Expense ratio | 0.38% | 0.59% |
| Cost per year on $10k | $38 | $59 |
| Trailing 12-mo yield | 1.89% | 2.03% |
| Income per year on $10k | $189 | $203 |
| YTD | +14.0% | +25.6% |
| 1 year | +16.7% | +30.7% |
| 3 years · per year | +16.2% | — |
| 5 years · per year | +8.1% | — |
| Worst drop · 1Y | −9.0% | −7.7% |
| Volatility · 1Y | 11.9% | 11.1% |
| Holdings | 333 | 51 |
| Assets | $4.0B | $9M |
| Leverage | None | None |
| Since | 2006 | 2024 |
Highlighted = best in the row. Returns include dividends.