Loading…
| Side by side | MVFD |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 1.10% |
| Cost per year on $10k | $110 |
| Trailing 12-mo yield | 1.33% |
| Income per year on $10k |
| $133 |
| YTD | +19.5% |
| 1 year | +22.2% |
| 3 years · per year | — |
| 5 years · per year | — |
| Worst drop · 1Y | −9.1% |
| Volatility · 1Y | 14.5% |
| Holdings | 42 |
| Assets | $142M |
| Leverage | None |
| Since | 2024 |
Highlighted = best in the row. Returns include dividends.