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MDPL and MSSM share 1.8% of their holdings.
| Side by side | MDPL | MSSM |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Mid cap |
| Expense ratio | 1.19% | 0.89% |
| Cost per year on $10k | $119 | $89 |
| Trailing 12-mo yield |
| 1.32% |
| 2.74% |
| Income per year on $10k | $132 | $274 |
| YTD | +16.2% | +14.9% |
| 1 year | +22.5% | +17.0% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −12.4% | −9.5% |
| Volatility · 1Y | 17.3% | 17.1% |
| Holdings | 32 | 0 |
| Assets | $62M | $699M |
| Leverage | None | None |
| Since | 2024 | 1991 |
Highlighted = best in the row. Returns include dividends.