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DUKZ and MFSM share 0.5% of their holdings.
| Side by side | DUKZ | MFSM |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Municipal |
| Expense ratio | 3.47% | 0.34% |
| Cost per year on $10k | $347 | $34 |
| Trailing 12-mo yield |
| 3.82% |
| 3.64% |
| Income per year on $10k | $382 | $364 |
| YTD | +0.5% | −0.4% |
| 1 year | −0.4% | +0.1% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −3.4% | −6.7% |
| Volatility · 1Y | 4.6% | 3.6% |
| Holdings | 0 | 0 |
| Assets | $52M | $123M |
| Leverage | None | None |
| Since | 2024 | 2024 |
Highlighted = best in the row. Returns include dividends.