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NUSC and DFNL share 1.1% of their holdings.
| Side by side | NUSC | DFNL |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Sectors · Financials |
| Expense ratio | 0.31% | 0.61% |
| Cost per year on $10k | $31 | $61 |
| Trailing 12-mo yield | 0.92% | 1.30% |
| Income per year on $10k | $92 | $130 |
| YTD | +13.4% | +5.0% |
| 1 year | +15.4% | +15.7% |
| 3 years · per year | +17.6% | +28.0% |
| 5 years · per year | +4.4% | +11.6% |
| Worst drop · 1Y | −10.1% | −12.9% |
| Volatility · 1Y | 16.1% | 14.7% |
| Holdings | 400 | 30 |
| Assets | $1.3B | $448M |
| Leverage | None | None |
| Since | 2016 | 2017 |
Highlighted = best in the row. Returns include dividends.