Loading…
MDIV and LDSF share 12.0% of their holdings.
| Side by side | MDIV | LDSF |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Ultra-short |
| Expense ratio | 0.83% | 0.10% |
| Cost per year on $10k | $83 | $10 |
| Trailing 12-mo yield | 7.49% | 4.78% |
| Income per year on $10k | $749 | $478 |
| YTD | +8.7% | +0.3% |
| 1 year | +10.8% | +1.2% |
| 3 years · per year | +11.4% | +5.3% |
| 5 years · per year | +5.9% | +2.3% |
| Worst drop · 1Y | −6.0% | −2.1% |
| Volatility · 1Y | 6.8% | 2.3% |
| Holdings | 123 | 8 |
| Assets | $418M | $160M |
| Leverage | None | None |
| Since | 2012 | 2019 |
Highlighted = best in the row. Returns include dividends.