Loading…
MID and IINC share 1.8% of their holdings.
| Side by side | MID | IINC |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Income · Premium income |
| Expense ratio | 0.39% | 0.75% |
| Cost per year on $10k | $39 | $75 |
| Trailing 12-mo yield | 0.11% | 3.34% |
| Income per year on $10k | $11 | $334 |
| YTD | +4.9% | — |
| 1 year | +2.4% | — |
| 3 years · per year | +14.9% | — |
| 5 years · per year | +3.6% | — |
| Worst drop · 1Y | −13.9% | — |
| Volatility · 1Y | 18.0% | — |
| Holdings | 37 | 0 |
| Assets | $146M | $36M |
| Leverage | None | None |
| Since | 2020 | 2026 |
Highlighted = best in the row. Returns include dividends.