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DVDN and MORT share 37.6% of their holdings.
| Side by side | DVDN | MORT |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Mortgage |
| Expense ratio | 0.90% | 0.43% |
| Cost per year on $10k | $90 | $43 |
| Trailing 12-mo yield | 16.11% | 18.51% |
| Income per year on $10k | $1,611 | $1,851 |
| YTD | −26.8% | −17.6% |
| 1 year | −28.3% | −13.5% |
| 3 years · per year | — | +5.5% |
| 5 years · per year | — | −6.2% |
| Worst drop · 1Y | −33.3% | −26.9% |
| Volatility · 1Y | 18.7% | 18.2% |
| Holdings | 18 | 27 |
| Assets | $3M | $313M |
| Leverage | None | None |
| Since | 2023 | 2011 |
Highlighted = best in the row. Returns include dividends.