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DEMZ and ISCG share 1.2% of their holdings.
| Side by side | DEMZ | ISCG |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Small cap |
| Expense ratio | 0.45% | 0.06% |
| Cost per year on $10k | $45 | $6 |
| Trailing 12-mo yield | 0.86% | 0.64% |
| Income per year on $10k | $86 | $64 |
| YTD | +13.2% | +13.2% |
| 1 year | +11.3% | +12.6% |
| 3 years · per year | +23.4% | +20.4% |
| 5 years · per year | +12.0% | +4.8% |
| Worst drop · 1Y | −12.3% | −11.4% |
| Volatility · 1Y | 14.6% | 17.9% |
| Holdings | 42 | 918 |
| Assets | $69M | $982M |
| Leverage | None | None |
| Since | 2020 | 2004 |
Highlighted = best in the row. Returns include dividends.