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SMRI and DFAC share 8.1% of their holdings.
| Side by side | SMRI | DFAC |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Large cap |
| Expense ratio | 0.71% | 0.21% |
| Cost per year on $10k | $71 | $21 |
| Trailing 12-mo yield | 1.42% | 0.87% |
| Income per year on $10k | $142 | $87 |
| YTD | +31.7% | +15.7% |
| 1 year | +36.7% | +16.6% |
| 3 years · per year | +26.8% | +22.4% |
| 5 years · per year | — | +11.5% |
| Worst drop · 1Y | −8.7% | −8.5% |
| Volatility · 1Y | 15.1% | 12.2% |
| Holdings | 0 | 2,598 |
| Assets | $705M | $88.9B |
| Leverage | None | None |
| Since | 2023 | 2005 |
Highlighted = best in the row. Returns include dividends.