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| Side by side | ALTY |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.50% |
| Cost per year on $10k | $50 |
| Trailing 12-mo yield | 7.94% |
| Income per year on $10k | $794 |
| YTD | +4.9% |
| 1 year | +6.2% |
| 3 years · per year | +12.3% |
| 5 years · per year | +4.7% |
| Worst drop · 1Y | −5.2% |
| Volatility · 1Y | 6.0% |
| Holdings | 20 |
| Assets | $46M |
| Leverage | None |
| Since | 2015 |
Highlighted = best in the row. Returns include dividends.