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MDPL and TDV share 10.9% of their holdings.
| Side by side | MDPL | TDV | MGMT |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Thematic Income · A basket | US Stock Styles · Mid cap |
| Expense ratio | 1.19% | 0.45% | 1.17% |
| Cost per year on $10k | $119 | $45 | $117 |
| Trailing 12-mo yield | 1.32% | 1.05% | 0.30% |
| Income per year on $10k | $132 | $105 | $30 |
| YTD | +16.2% | +19.6% | +13.5% |
| 1 year | +22.5% | +17.6% | +18.7% |
| 3 years · per year | — | +21.6% | +16.6% |
| 5 years · per year | — | +11.7% | +6.9% |
| Worst drop · 1Y | −12.4% | −9.5% | −12.3% |
| Volatility · 1Y | 17.3% | 19.5% | 15.6% |
| Holdings | 32 | 39 | 0 |
| Assets | $62M | $272M | $168M |
| Leverage | None | None | None |
| Since | 2024 | 2019 | 2020 |
Highlighted = best in the row. Returns include dividends.