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DFE and DDLS share 32.2% of their holdings.
| Side by side | WAGN | DFE | DDLS |
|---|---|---|---|
| Strategy | Unsorted | Income · Dividend stocks | International · Ex-US broad |
| Expense ratio | 0.90% | 0.58% | 0.48% |
| Cost per year on $10k | $90 | $58 | $48 |
| Trailing 12-mo yield | 0.00% | 4.04% | 3.39% |
| Income per year on $10k | $0 | $404 | $339 |
| YTD | — | +7.3% | +6.1% |
| 1 year | — | +10.4% | +9.5% |
| 3 years · per year | — | +19.5% | +19.2% |
| 5 years · per year | — | +4.6% | +9.1% |
| Worst drop · 1Y | — | −11.4% | −10.7% |
| Volatility · 1Y | — | 15.2% | 13.1% |
| Holdings | 0 | 391 | 1,033 |
| Assets | $311M | $159M | $411M |
| Leverage | None | None | None |
| Since | 2023 | 2006 | 2016 |
Highlighted = best in the row. Returns include dividends.