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DSTX and WWJD share 9.9% of their holdings.
| Side by side | IDNA | DSTX | WWJD |
|---|---|---|---|
| Strategy | Sectors · Health care | International · Ex-US broad | International · Ex-US broad |
| Expense ratio | 0.47% | 0.55% | 0.61% |
| Cost per year on $10k | $47 | $55 | $61 |
| Trailing 12-mo yield | 0.65% | 3.05% | 2.48% |
| Income per year on $10k | $65 | $305 | $248 |
| YTD | +64.8% | +13.2% | +10.6% |
| 1 year | +71.3% | +17.2% | +12.9% |
| 3 years · per year | +34.6% | +22.1% | +18.9% |
| 5 years · per year | −1.9% | +9.2% | +7.5% |
| Worst drop · 1Y | −10.6% | −12.5% | −10.8% |
| Volatility · 1Y | 29.6% | 16.6% | 14.6% |
| Holdings | 50 | 95 | 14 |
| Assets | $338M | $72M | $565M |
| Leverage | None | None | None |
| Since | 2019 | 2020 | 2019 |
Highlighted = best in the row. Returns include dividends.