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DUKZ and SSFI share 10.9% of their holdings.
| Side by side | DUKZ | SSFI |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Other bonds |
| Expense ratio | 3.47% | 0.76% |
| Cost per year on $10k | $347 | $76 |
| Trailing 12-mo yield | 3.81% | 3.87% |
| Income per year on $10k | $381 | $387 |
| YTD | +0.6% | −1.1% |
| 1 year | +0.4% | −1.0% |
| 3 years · per year | — | +4.5% |
| 5 years · per year | — | −0.5% |
| Worst drop · 1Y | −3.4% | −4.8% |
| Volatility · 1Y | 4.5% | 4.0% |
| Holdings | 0 | 0 |
| Assets | $60M | $29M |
| Leverage | None | None |
| Since | 2024 | 2021 |
Highlighted = best in the row. Returns include dividends.