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DON and SMLF share 24.2% of their holdings.
| Side by side | BLCR | SPYD | DON | SMLF |
|---|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Dividend stocks | Income · Dividend stocks | US Stock Styles · Small cap |
| Expense ratio | 0.38% | 0.07% | 0.38% | 0.15% |
| Cost per year on $10k | $38 | $7 | $38 | $15 |
| Trailing 12-mo yield | 0.32% | 4.22% | 1.90% | 0.98% |
| Income per year on $10k | $32 | $422 | $190 | $98 |
| YTD | +16.3% | +16.7% | +13.3% | +16.7% |
| 1 year | +18.8% | +17.3% | +14.3% | +16.2% |
| 3 years · per year | +35.6% | +18.3% | +15.8% | +22.3% |
| 5 years · per year | — | +8.4% | +8.1% | +10.4% |
| Worst drop · 1Y | −10.2% | −9.8% | −9.0% | −8.7% |
| Volatility · 1Y | 17.3% | 12.2% | 11.9% | 16.8% |
| Holdings | 51 | 78 | 333 | 959 |
| Assets | $9.8B | $7.6B | $3.9B | $4.3B |
| Leverage | None | None | None | None |
| Since | 2023 | 2015 | 2006 | 2015 |
Highlighted = best in the row. Returns include dividends.