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MORT and REM share 90.3% of their holdings.
| Side by side | DVDN | MORT | REM | KBWD |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Mortgage | Bonds & Cash · Mortgage | Income · Dividend stocks |
| Expense ratio | 0.90% | 0.43% | 0.48% | 5.39% |
| Cost per year on $10k | $90 | $43 | $48 | $539 |
| Trailing 12-mo yield | 15.98% | 18.25% | 11.25% | 15.80% |
| Income per year on $10k | $1,598 | $1,825 | $1,125 | $1,580 |
| YTD | −26.2% | −16.4% | −16.1% | −12.9% |
| 1 year | −29.9% | −13.9% | −13.1% | −11.2% |
| 3 years · per year | — | +5.3% | +5.4% | +4.9% |
| 5 years · per year | — | −5.9% | −6.1% | −2.1% |
| Worst drop · 1Y | −33.3% | −26.9% | −26.3% | −24.4% |
| Volatility · 1Y | 18.7% | 18.0% | 18.1% | 17.1% |
| Holdings | 19 | 27 | 30 | 37 |
| Assets | $3M | $320M | $459M | $334M |
| Leverage | None | None | None | None |
| Since | 2023 | 2011 | 2007 | 2010 |
Highlighted = best in the row. Returns include dividends.