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DTCR and KWIN share 6.2% of their holdings.
| Side by side | DTCR | KWIN |
|---|---|---|
| Strategy | Thematic · Infrastructure | Income · Dividend stocks |
| Expense ratio | 0.50% | 0.51% |
| Cost per year on $10k | $50 | $51 |
| Trailing 12-mo yield | 0.94% | 0.00% |
| Income per year on $10k | $94 | $0 |
| YTD | +25.4% | +2.8% |
| 1 year | +18.4% | — |
| 3 years · per year | +30.7% | — |
| 5 years · per year | +10.4% | — |
| Worst drop · 1Y | −22.9% | — |
| Volatility · 1Y | 26.1% | — |
| Holdings | 25 | 0 |
| Assets | $2.0B | $63M |
| Leverage | None | None |
| Since | 2020 | 2025 |
Highlighted = best in the row. Returns include dividends.