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INKM and FISR share 15.6% of their holdings.
| Side by side | INKM | FISR |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Other bonds |
| Expense ratio | 0.50% | 0.50% |
| Cost per year on $10k | $50 | $50 |
| Trailing 12-mo yield | 4.69% | 4.35% |
| Income per year on $10k | $469 | $435 |
| YTD | +6.3% | −1.0% |
| 1 year | +6.5% | −1.6% |
| 3 years · per year | +11.8% | +4.7% |
| 5 years · per year | +3.9% | −1.0% |
| Worst drop · 1Y | −4.5% | −5.0% |
| Volatility · 1Y | 6.2% | 4.6% |
| Holdings | 16 | 10,219 |
| Assets | $70M | $640M |
| Leverage | None | None |
| Since | 2012 | 2019 |
Highlighted = best in the row. Returns include dividends.