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MORT and REM share 90.3% of their holdings.
| Side by side | MORT | KBWD | REM |
|---|---|---|---|
| Strategy | Bonds & Cash · Mortgage | Income · Dividend stocks | Bonds & Cash · Mortgage |
| Expense ratio | 0.43% | 5.39% | 0.48% |
| Cost per year on $10k | $43 | $539 | $48 |
| Trailing 12-mo yield | 18.51% | 15.90% | 11.40% |
| Income per year on $10k | $1,851 | $1,591 | $1,140 |
| YTD | −17.6% | −13.5% | −17.2% |
| 1 year | −13.5% | −9.6% | −12.7% |
| 3 years · per year | +5.5% | +5.3% | +5.7% |
| 5 years · per year | −6.2% | −2.3% | −6.4% |
| Worst drop · 1Y | −26.9% | −24.4% | −26.3% |
| Volatility · 1Y | 18.2% | 17.2% | 18.3% |
| Holdings | 27 | 37 | 30 |
| Assets | $313M | $332M | $454M |
| Leverage | None | None | None |
| Since | 2011 | 2010 | 2007 |
Highlighted = best in the row. Returns include dividends.