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MORT and CRDT share 6.3% of their holdings.
| Side by side | MORT | CRDT |
|---|---|---|
| Strategy | Bonds & Cash · Mortgage | Income · Dividend stocks |
| Expense ratio | 0.43% | 0.99% |
| Cost per year on $10k | $43 | $99 |
| Trailing 12-mo yield | 18.51% | 6.44% |
| Income per year on $10k | $1,851 | $644 |
| YTD | −17.6% | −7.1% |
| 1 year | −13.5% | −5.5% |
| 3 years · per year | +5.5% | +0.6% |
| 5 years · per year | −6.2% | — |
| Worst drop · 1Y | −26.9% | −15.7% |
| Volatility · 1Y | 18.2% | 11.3% |
| Holdings | 27 | 88 |
| Assets | $313M | $27M |
| Leverage | None | None |
| Since | 2011 | 2023 |
Highlighted = best in the row. Returns include dividends.