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DUSA and IHE share 5.8% of their holdings.
| Side by side | DUSA | IHE | DON |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Sectors · Health care | Income · Dividend stocks |
| Expense ratio | 0.59% | 0.37% | 0.38% |
| Cost per year on $10k | $59 | $37 | $38 |
| Trailing 12-mo yield | 0.86% | 1.34% | 1.90% |
| Income per year on $10k | $86 | $134 | $190 |
| YTD | +10.9% | +26.8% | +13.3% |
| 1 year | +17.7% | +45.9% | +14.3% |
| 3 years · per year | +24.4% | +24.4% | +15.8% |
| 5 years · per year | +11.3% | +13.3% | +8.1% |
| Worst drop · 1Y | −7.6% | −9.7% | −9.0% |
| Volatility · 1Y | 11.4% | 18.7% | 11.9% |
| Holdings | 28 | 53 | 333 |
| Assets | $1.3B | $1.6B | $3.9B |
| Leverage | None | None | None |
| Since | 2017 | 2006 | 2006 |
Highlighted = best in the row. Returns include dividends.