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AVIV and DFIV share 31.7% of their holdings.
| Side by side | AVIV | DIHP | DFIV |
|---|---|---|---|
| Strategy | International · Ex-US broad | International · Ex-US broad | International · Ex-US broad |
| Expense ratio | 0.25% | 0.27% | 0.27% |
| Cost per year on $10k | $25 | $27 | $27 |
| Trailing 12-mo yield | 2.84% | 2.02% | 2.75% |
| Income per year on $10k | $284 | $202 | $275 |
| YTD | +14.0% | +10.3% | +16.0% |
| 1 year | +20.2% | +13.1% | +24.6% |
| 3 years · per year | +23.9% | +17.4% | +26.1% |
| 5 years · per year | +12.7% | — | +15.1% |
| Worst drop · 1Y | −10.8% | −10.9% | −9.7% |
| Volatility · 1Y | 14.8% | 14.5% | 13.9% |
| Holdings | 596 | 498 | 557 |
| Assets | $2.1B | $6.6B | $22.1B |
| Leverage | None | None | None |
| Since | 2021 | 2022 | 1999 |
Highlighted = best in the row. Returns include dividends.