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MOO and SDG share 7.1% of their holdings.
| Side by side | DUSA | MOO | SDG |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Unsorted | International · Global |
| Expense ratio | 0.59% | 0.56% | 0.50% |
| Cost per year on $10k | $59 | $56 | $50 |
| Trailing 12-mo yield | 0.87% | 2.18% | 1.75% |
| Income per year on $10k | $87 | $218 | $175 |
| YTD | +10.5% | +13.1% | +3.6% |
| 1 year | +20.1% | +17.7% | +4.8% |
| 3 years · per year | +25.4% | +7.4% | +8.9% |
| 5 years · per year | +11.3% | −0.7% | −0.4% |
| Worst drop · 1Y | −7.6% | −11.2% | −8.9% |
| Volatility · 1Y | 11.3% | 14.7% | 15.0% |
| Holdings | 28 | 57 | 120 |
| Assets | $1.3B | $1.1B | $161M |
| Leverage | None | None | None |
| Since | 2017 | 2007 | 2016 |
Highlighted = best in the row. Returns include dividends.