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| Side by side | ICAP |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 2.47% |
| Cost per year on $10k | $247 |
| Trailing 12-mo yield | 11.65% |
| Income per year on $10k | $1,165 |
| YTD | −0.7% |
| 1 year | +5.3% |
| 3 years · per year | +16.8% |
| 5 years · per year | — |
| Worst drop · 1Y | −12.6% |
| Volatility · 1Y | 15.5% |
| Holdings | 10 |
| Assets | $110M |
| Leverage | None |
| Since | 2021 |
Highlighted = best in the row. Returns include dividends.