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MORT and REM share 90.3% of their holdings.
| Side by side | MORT | REM | XSHD | HSMV |
|---|---|---|---|---|
| Strategy | Bonds & Cash · Mortgage | Bonds & Cash · Mortgage | Income · Dividend stocks | Unsorted |
| Expense ratio | 0.43% | 0.48% | 0.30% | 0.80% |
| Cost per year on $10k | $43 | $48 | $30 | $80 |
| Trailing 12-mo yield | 18.25% | 11.25% | 5.06% | 4.52% |
| Income per year on $10k | $1,825 | $1,125 | $506 | $452 |
| YTD | −16.4% | −16.1% | +6.5% | +4.7% |
| 1 year | −13.9% | −13.1% | +4.7% | +5.6% |
| 3 years · per year | +5.3% | +5.4% | +4.2% | +11.0% |
| 5 years · per year | −5.9% | −6.1% | −4.7% | +3.4% |
| Worst drop · 1Y | −26.9% | −26.3% | −13.6% | −9.0% |
| Volatility · 1Y | 18.0% | 18.1% | 14.6% | 10.4% |
| Holdings | 27 | 30 | 57 | 151 |
| Assets | $320M | $459M | $64M | $5M |
| Leverage | None | None | None | None |
| Since | 2011 | 2007 | 2016 | 2020 |
Highlighted = best in the row. Returns include dividends.