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DES and SMLV share 26.5% of their holdings.
| Side by side | DES | ZINC | SMLV |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Unsorted |
| Expense ratio | 0.38% | 1.07% | 0.12% |
| Cost per year on $10k | $38 | $107 | $12 |
| Trailing 12-mo yield | 2.29% | 0.59% | 2.32% |
| Income per year on $10k | $229 | $59 | $232 |
| YTD | +20.0% | — | +21.5% |
| 1 year | +20.9% | — | +24.5% |
| 3 years · per year | +16.7% | — | +21.6% |
| 5 years · per year | +7.1% | — | +9.0% |
| Worst drop · 1Y | −8.7% | — | −7.3% |
| Volatility · 1Y | 14.3% | — | 13.1% |
| Holdings | 586 | 0 | 391 |
| Assets | $2.1B | $10M | $260M |
| Leverage | None | None | None |
| Since | 2006 | 2026 | 2013 |
Highlighted = best in the row. Returns include dividends.