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| Side by side | DEM |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.63% |
| Cost per year on $10k | $63 |
| Trailing 12-mo yield | 3.39% |
| Income per year on $10k | $339 |
| YTD | +17.1% |
| 1 year | +17.8% |
| 3 years · per year | +17.9% |
| 5 years · per year | +9.2% |
| Worst drop · 1Y | −7.9% |
| Volatility · 1Y | 15.1% |
| Holdings | 502 |
| Assets | $4.1B |
| Leverage | None |
| Since | 2007 |
Highlighted = best in the row. Returns include dividends.