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| Side by side | UMI |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.85% |
| Cost per year on $10k | $85 |
| Trailing 12-mo yield | 5.92% |
| Income per year on $10k | $592 |
| YTD |
| +26.3% |
| 1 year | +32.8% |
| 3 years · per year | +25.8% |
| 5 years · per year | +19.1% |
| Worst drop · 1Y | −8.6% |
| Volatility · 1Y | 16.1% |
| Holdings | 32 |
| Assets | $541M |
| Leverage | None |
| Since | 2021 |
Highlighted = best in the row. Returns include dividends.