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REM and XSHD share 14.3% of their holdings.
| Side by side | REM | XSHD |
|---|---|---|
| Strategy | Bonds & Cash · Mortgage | Income · Dividend stocks |
| Expense ratio | 0.48% | 0.30% |
| Cost per year on $10k | $48 | $30 |
| Trailing 12-mo yield | 11.40% | 5.00% |
| Income per year on $10k | $1,140 | $500 |
| YTD | −17.2% | +7.7% |
| 1 year | −12.7% | +9.7% |
| 3 years · per year | +5.7% | +5.0% |
| 5 years · per year | −6.4% | −4.6% |
| Worst drop · 1Y | −26.3% | −13.6% |
| Volatility · 1Y | 18.3% | 14.5% |
| Holdings | 30 | 57 |
| Assets | $454M | $64M |
| Leverage | None | None |
| Since | 2007 | 2016 |
Highlighted = best in the row. Returns include dividends.