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SMIG and MDST share 10.4% of their holdings.
| Side by side | SMIG | MDST |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.60% | 0.80% |
| Cost per year on $10k | $60 | $80 |
| Trailing 12-mo yield | 1.67% | 9.40% |
| Income per year on $10k | $167 | $940 |
| YTD | +13.9% | +17.6% |
| 1 year | +16.3% | +23.7% |
| 3 years · per year | +16.1% | — |
| 5 years · per year | +6.9% | — |
| Worst drop · 1Y | −8.5% | −7.4% |
| Volatility · 1Y | 11.4% | 13.7% |
| Holdings | 39 | 25 |
| Assets | $1.5B | $303M |
| Leverage | None | None |
| Since | 2021 | 2024 |
Highlighted = best in the row. Returns include dividends.