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MDST and UMI share 66.9% of their holdings.
| Side by side | NBET | MDST | UMI |
|---|---|---|---|
| Strategy | Thematic · Infrastructure | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 2.10% | 0.80% | 0.85% |
| Cost per year on $10k | $210 | $80 | $85 |
| Trailing 12-mo yield | 2.33% | 9.16% | 5.77% |
| Income per year on $10k | $233 | $916 | $577 |
| YTD | +34.9% | +20.7% | +29.5% |
| 1 year | +39.0% | +27.1% | +35.4% |
| 3 years · per year | +29.7% | — | +26.7% |
| 5 years · per year | — | — | +20.0% |
| Worst drop · 1Y | −8.0% | −7.4% | −8.6% |
| Volatility · 1Y | 15.8% | 13.3% | 15.9% |
| Holdings | 30 | 25 | 32 |
| Assets | $56M | $301M | $554M |
| Leverage | None | None | None |
| Since | 2022 | 2024 | 2021 |
Highlighted = best in the row. Returns include dividends.