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DFAS and WELD share 1.3% of their holdings.
| Side by side | DFAS | WELD |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Large cap |
| Expense ratio | 0.31% | 0.75% |
| Cost per year on $10k | $31 | $75 |
| Trailing 12-mo yield | 1.00% | 0.25% |
| Income per year on $10k | $100 | $25 |
| YTD | +16.5% | +16.9% |
| 1 year | +17.7% | +16.4% |
| 3 years · per year | +18.6% | +25.6% |
| 5 years · per year | +7.6% | — |
| Worst drop · 1Y | −9.4% | −21.6% |
| Volatility · 1Y | 15.3% | 28.3% |
| Holdings | 2,048 | 22 |
| Assets | $34.9B | $249M |
| Leverage | None | None |
| Since | 1992 | 2023 |
Highlighted = best in the row. Returns include dividends.