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DUSA and FDV share 6.2% of their holdings.
| Side by side | DUSA | FDV |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Dividend stocks |
| Expense ratio | 0.59% | 0.61% |
| Cost per year on $10k | $59 | $61 |
| Trailing 12-mo yield | 0.87% | 2.81% |
| Income per year on $10k | $87 | $281 |
| YTD | +10.5% | +23.9% |
| 1 year | +20.1% | +26.9% |
| 3 years · per year | +25.4% | +20.6% |
| 5 years · per year | +11.3% | — |
| Worst drop · 1Y | −7.6% | −7.4% |
| Volatility · 1Y | 11.3% | 11.0% |
| Holdings | 28 | 52 |
| Assets | $1.3B | $1.0B |
| Leverage | None | None |
| Since | 2017 | 2022 |
Highlighted = best in the row. Returns include dividends.