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MDPL and FXR share 4.4% of their holdings.
| Side by side | MDPL | MGMT | FXR |
|---|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Mid cap | Sectors · Industrials |
| Expense ratio | 1.19% | 1.17% | 0.60% |
| Cost per year on $10k | $119 | $117 | $60 |
| Trailing 12-mo yield | 1.32% | 0.30% | 0.74% |
| Income per year on $10k | $132 | $30 | $74 |
| YTD | +16.2% | +13.5% | +11.9% |
| 1 year | +22.5% | +18.7% | +15.0% |
| 3 years · per year | — | +16.6% | +19.1% |
| 5 years · per year | — | +6.9% | +8.6% |
| Worst drop · 1Y | −12.4% | −12.3% | −13.7% |
| Volatility · 1Y | 17.3% | 15.6% | 19.3% |
| Holdings | 32 | 0 | 159 |
| Assets | $62M | $168M | $708M |
| Leverage | None | None | None |
| Since | 2024 | 2020 | 2007 |
Highlighted = best in the row. Returns include dividends.