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SPHB and DFAC share 15.8% of their holdings.
| Side by side | SPHB | DFAC |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Large cap |
| Expense ratio | 0.25% | 0.21% |
| Cost per year on $10k | $25 | $21 |
| Trailing 12-mo yield | 0.52% | 0.87% |
| Income per year on $10k | $52 | $87 |
| YTD | +24.1% | +15.7% |
| 1 year | +26.4% | +16.6% |
| 3 years · per year | +30.8% | +22.4% |
| 5 years · per year | +14.0% | +11.5% |
| Worst drop · 1Y | −14.1% | −8.5% |
| Volatility · 1Y | 28.1% | 12.2% |
| Holdings | 99 | 2,598 |
| Assets | $851M | $88.9B |
| Leverage | None | None |
| Since | 2011 | 2005 |
Highlighted = best in the row. Returns include dividends.