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FLXR and MORT share 0.0% of their holdings.
| Side by side | FLXR | MORT |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Mortgage |
| Expense ratio | 0.40% | 0.43% |
| Cost per year on $10k | $40 | $43 |
| Trailing 12-mo yield | 6.30% | 18.25% |
| Income per year on $10k | $630 | $1,825 |
| YTD | +0.2% | −16.4% |
| 1 year | +0.9% | −13.9% |
| 3 years · per year | — | +5.3% |
| 5 years · per year | — | −5.9% |
| Worst drop · 1Y | −2.8% | −26.9% |
| Volatility · 1Y | 2.6% | 18.0% |
| Holdings | 1,540 | 27 |
| Assets | $3.8B | $320M |
| Leverage | None | None |
| Since | 2018 | 2011 |
Highlighted = best in the row. Returns include dividends.