Loading…
DON and XMLV share 22.1% of their holdings.
| Side by side | DON | XMLV |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Mid cap |
| Expense ratio | 0.38% | 0.25% |
| Cost per year on $10k | $38 | $25 |
| Trailing 12-mo yield | 1.90% | 3.03% |
| Income per year on $10k | $190 | $303 |
| YTD | +13.3% | +8.4% |
| 1 year | +14.3% | +9.0% |
| 3 years · per year | +15.8% | +14.3% |
| 5 years · per year | +8.1% | +6.2% |
| Worst drop · 1Y | −9.0% | −9.2% |
| Volatility · 1Y | 11.9% | 10.7% |
| Holdings | 333 | 81 |
| Assets | $3.9B | $726M |
| Leverage | None | None |
| Since | 2006 | 2013 |
Highlighted = best in the row. Returns include dividends.