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