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DUSA and FTXH share 5.1% of their holdings.
| Side by side | DUSA | FTXH | DON |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Sectors · Health care | Income · Dividend stocks |
| Expense ratio | 0.59% | 0.60% | 0.38% |
| Cost per year on $10k | $59 | $60 | $38 |
| Trailing 12-mo yield | 0.87% | 0.66% | 1.89% |
| Income per year on $10k | $87 | $66 | $189 |
| YTD | +10.5% | +33.9% | +14.0% |
| 1 year | +20.1% | +47.8% | +16.7% |
| 3 years · per year | +25.4% | +23.0% | +16.2% |
| 5 years · per year | +11.3% | +12.6% | +8.1% |
| Worst drop · 1Y | −7.6% | −7.5% | −9.0% |
| Volatility · 1Y | 11.3% | 17.7% | 11.9% |
| Holdings | 28 | 50 | 333 |
| Assets | $1.3B | $1.2B | $4.0B |
| Leverage | None | None | None |
| Since | 2017 | 2016 | 2006 |
Highlighted = best in the row. Returns include dividends.