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RW and DVGR share 6.3% of their holdings.
| Side by side | XAR | RW | DVGR |
|---|---|---|---|
| Strategy | Thematic · Defense & space | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.35% | 0.95% | 0.65% |
| Cost per year on $10k | $35 | $95 | $65 |
| Trailing 12-mo yield | 0.18% | 0.00% | 0.86% |
| Income per year on $10k | $18 | $0 | $86 |
| YTD | −2.3% | +2.7% | +10.5% |
| 1 year | −5.9% | −0.7% | — |
| 3 years · per year | +27.9% | — | — |
| 5 years · per year | +14.3% | — | — |
| Worst drop · 1Y | −26.6% | −17.0% | — |
| Volatility · 1Y | 29.4% | 15.8% | — |
| Holdings | 50 | 0 | 0 |
| Assets | $5.3B | $17M | $17M |
| Leverage | None | None | None |
| Since | 2011 | 2025 | 2025 |
Highlighted = best in the row. Returns include dividends.