Loading…
DTCR and SPHD share 5.2% of their holdings.
| Side by side | DTCR | SPHD |
|---|---|---|
| Strategy | Thematic · Infrastructure | Income · Dividend stocks |
| Expense ratio | 0.50% | 0.30% |
| Cost per year on $10k | $50 | $30 |
| Trailing 12-mo yield | 0.94% | 4.81% |
| Income per year on $10k | $94 | $481 |
| YTD | +25.4% | +11.6% |
| 1 year | +18.4% | +12.3% |
| 3 years · per year | +30.7% | +15.1% |
| 5 years · per year | +10.4% | +7.8% |
| Worst drop · 1Y | −22.9% | −9.8% |
| Volatility · 1Y | 26.1% | 12.2% |
| Holdings | 25 | 54 |
| Assets | $2.0B | $3.4B |
| Leverage | None | None |
| Since | 2020 | 2012 |
Highlighted = best in the row. Returns include dividends.