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MDST and UMI share 66.9% of their holdings.
| Side by side | SMIG | MDST | UMI |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.60% | 0.80% | 0.85% |
| Cost per year on $10k | $60 | $80 | $85 |
| Trailing 12-mo yield | 1.67% | 9.40% | 5.92% |
| Income per year on $10k | $167 | $940 | $592 |
| YTD | +13.9% | +17.6% | +26.3% |
| 1 year | +16.3% | +23.7% | +32.8% |
| 3 years · per year | +16.1% | — | +25.8% |
| 5 years · per year | +6.9% | — | +19.1% |
| Worst drop · 1Y | −8.5% | −7.4% | −8.6% |
| Volatility · 1Y | 11.4% | 13.7% | 16.1% |
| Holdings | 39 | 25 | 32 |
| Assets | $1.5B | $303M | $541M |
| Leverage | None | None | None |
| Since | 2021 | 2024 | 2021 |
Highlighted = best in the row. Returns include dividends.