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| Side by side | INCM |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.38% |
| Cost per year on $10k | $38 |
| Trailing 12-mo yield | 5.20% |
| Income per year on $10k | $520 |
| YTD | +9.4% |
| 1 year | +11.1% |
| 3 years · per year | +13.5% |
| 5 years · per year | — |
| Worst drop · 1Y | −3.3% |
| Volatility · 1Y | 5.7% |
| Holdings | 404 |
| Assets | $2.0B |
| Leverage | None |
| Since | 2023 |
Highlighted = best in the row. Returns include dividends.