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DFIV and AVIV share 31.6% of their holdings.
| Side by side | DFIV | AVIV |
|---|---|---|
| Strategy | International · Ex-US broad | International · Ex-US broad |
| Expense ratio | 0.27% | 0.25% |
| Cost per year on $10k | $27 | $25 |
| Trailing 12-mo yield | 2.75% | 2.84% |
| Income per year on $10k | $275 | $284 |
| YTD | +16.0% | +14.0% |
| 1 year | +24.6% | +20.2% |
| 3 years · per year | +26.1% | +23.9% |
| 5 years · per year | +15.1% | +12.7% |
| Worst drop · 1Y | −9.7% | −10.8% |
| Volatility · 1Y | 13.9% | 14.8% |
| Holdings | 557 | 596 |
| Assets | $22.1B | $2.1B |
| Leverage | None | None |
| Since | 1999 | 2021 |
Highlighted = best in the row. Returns include dividends.