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| Side by side | MDST |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.80% |
| Cost per year on $10k | $80 |
| Trailing 12-mo yield | 9.40% |
| Income per year on $10k | $940 |
| YTD | +17.6% |
| 1 year | +23.7% |
| 3 years · per year | — |
| 5 years · per year | — |
| Worst drop · 1Y | −7.4% |
| Volatility · 1Y | 13.7% |
| Holdings | 25 |
| Assets | $303M |
| Leverage | None |
| Since | 2024 |
Highlighted = best in the row. Returns include dividends.