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| Side by side | UDI |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.65% |
| Cost per year on $10k | $65 |
| Trailing 12-mo yield | 2.58% |
| Income per year on $10k | $258 |
| YTD | +18.5% |
| 1 year | +25.8% |
| 3 years · per year | +21.6% |
| 5 years · per year | — |
| Worst drop · 1Y | −6.5% |
| Volatility · 1Y | 9.8% |
| Holdings | 32 |
| Assets | $3M |
| Leverage | None |
| Since | 2022 |
Highlighted = best in the row. Returns include dividends.