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REM and MORT share 90.3% of their holdings.
| Side by side | REM | MORT | DVDN |
|---|---|---|---|
| Strategy | Bonds & Cash · Mortgage | Bonds & Cash · Mortgage | Income · Dividend stocks |
| Expense ratio | 0.48% | 0.43% | 0.90% |
| Cost per year on $10k | $48 | $43 | $90 |
| Trailing 12-mo yield | 11.25% | 18.25% | 15.98% |
| Income per year on $10k | $1,125 | $1,825 | $1,598 |
| YTD | −16.1% | −16.4% | −26.2% |
| 1 year | −13.1% | −13.9% | −29.9% |
| 3 years · per year | +5.4% | +5.3% | — |
| 5 years · per year | −6.1% | −5.9% | — |
| Worst drop · 1Y | −26.3% | −26.9% | −33.3% |
| Volatility · 1Y | 18.1% | 18.0% | 18.7% |
| Holdings | 30 | 27 | 19 |
| Assets | $459M | $320M | $3M |
| Leverage | None | None | None |
| Since | 2007 | 2011 | 2023 |
Highlighted = best in the row. Returns include dividends.