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MORT and REM share 90.3% of their holdings.
| Side by side | DVDN | MORT | REM |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Mortgage | Bonds & Cash · Mortgage |
| Expense ratio | 0.90% | 0.43% | 0.48% |
| Cost per year on $10k | $90 | $43 | $48 |
| Trailing 12-mo yield | 16.11% | 18.51% | 11.40% |
| Income per year on $10k | $1,611 | $1,851 | $1,140 |
| YTD | −26.8% | −17.6% | −17.2% |
| 1 year | −28.3% | −13.5% | −12.7% |
| 3 years · per year | — | +5.5% | +5.7% |
| 5 years · per year | — | −6.2% | −6.4% |
| Worst drop · 1Y | −33.3% | −26.9% | −26.3% |
| Volatility · 1Y | 18.7% | 18.2% | 18.3% |
| Holdings | 18 | 27 | 30 |
| Assets | $3M | $313M | $454M |
| Leverage | None | None | None |
| Since | 2023 | 2011 | 2007 |
Highlighted = best in the row. Returns include dividends.