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MORT and XSHD share 14.2% of their holdings.
| Side by side | MORT | XSHD | HSMV |
|---|---|---|---|
| Strategy | Bonds & Cash · Mortgage | Income · Dividend stocks | Unsorted |
| Expense ratio | 0.43% | 0.30% | 0.80% |
| Cost per year on $10k | $43 | $30 | $80 |
| Trailing 12-mo yield | 18.51% | 5.00% | 4.38% |
| Income per year on $10k | $1,851 | $500 | $438 |
| YTD | −17.6% | +7.7% | +8.0% |
| 1 year | −13.5% | +9.7% | +10.5% |
| 3 years · per year | +5.5% | +5.0% | +12.1% |
| 5 years · per year | −6.2% | −4.6% | +4.0% |
| Worst drop · 1Y | −26.9% | −13.6% | −9.0% |
| Volatility · 1Y | 18.2% | 14.5% | 10.6% |
| Holdings | 27 | 57 | 151 |
| Assets | $313M | $64M | $5M |
| Leverage | None | None | None |
| Since | 2011 | 2016 | 2020 |
Highlighted = best in the row. Returns include dividends.