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MOO and FTXG share 15.7% of their holdings.
| Side by side | DUSA | MOO | FTXG | SDG |
|---|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Unsorted | US Stock Styles · Large cap | International · Global |
| Expense ratio | 0.59% | 0.56% | 0.60% | 0.50% |
| Cost per year on $10k | $59 | $56 | $60 | $50 |
| Trailing 12-mo yield | 0.86% | 2.23% | 2.45% | 1.75% |
| Income per year on $10k | $86 | $223 | $245 | $175 |
| YTD | +10.9% | +10.9% | +8.5% | +3.5% |
| 1 year | +17.7% | +12.4% | +6.6% | +3.9% |
| 3 years · per year | +24.4% | +6.5% | +2.9% | +8.3% |
| 5 years · per year | +11.3% | −0.9% | +0.5% | −0.3% |
| Worst drop · 1Y | −7.6% | −11.2% | −11.0% | −8.9% |
| Volatility · 1Y | 11.4% | 14.8% | 15.2% | 15.0% |
| Holdings | 28 | 57 | 30 | 120 |
| Assets | $1.3B | $1.1B | $30M | $161M |
| Leverage | None | None | None | None |
| Since | 2017 | 2007 | 2016 | 2016 |
Highlighted = best in the row. Returns include dividends.