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MORT and REM share 90.3% of their holdings.
| Side by side | MORT | REM | KBWD |
|---|---|---|---|
| Strategy | Bonds & Cash · Mortgage | Bonds & Cash · Mortgage | Income · Dividend stocks |
| Expense ratio | 0.43% | 0.48% | 5.39% |
| Cost per year on $10k | $43 | $48 | $539 |
| Trailing 12-mo yield | 18.51% | 11.40% | 15.90% |
| Income per year on $10k | $1,851 | $1,140 | $1,591 |
| YTD | −17.6% | −17.2% | −13.5% |
| 1 year | −13.5% | −12.7% | −9.6% |
| 3 years · per year | +5.5% | +5.7% | +5.3% |
| 5 years · per year | −6.2% | −6.4% | −2.3% |
| Worst drop · 1Y | −26.9% | −26.3% | −24.4% |
| Volatility · 1Y | 18.2% | 18.3% | 17.2% |
| Holdings | 27 | 30 | 37 |
| Assets | $313M | $454M | $332M |
| Leverage | None | None | None |
| Since | 2011 | 2007 | 2010 |
Highlighted = best in the row. Returns include dividends.