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MBOX and VIG share 17.1% of their holdings.
| Side by side | MBOX | VIG |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.39% | 0.04% |
| Cost per year on $10k | $39 | $4 |
| Trailing 12-mo yield | 1.82% | 1.46% |
| Income per year on $10k | $182 | $146 |
| YTD | +24.3% | +14.7% |
| 1 year | +24.6% | +15.3% |
| 3 years · per year | +21.3% | +19.6% |
| 5 years · per year | +12.9% | +10.9% |
| Worst drop · 1Y | −6.9% | −7.9% |
| Volatility · 1Y | 10.4% | 10.0% |
| Holdings | 0 | 338 |
| Assets | $156M | $128B |
| Leverage | None | None |
| Since | 2021 | 2006 |
Highlighted = best in the row. Returns include dividends.