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MDPL and DVLU share 7.9% of their holdings.
| Side by side | MDPL | DVLU |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Value |
| Expense ratio | 1.19% | 0.60% |
| Cost per year on $10k | $119 | $60 |
| Trailing 12-mo yield | 1.35% | 0.77% |
| Income per year on $10k | $135 | $77 |
| YTD | +13.1% | +11.1% |
| 1 year | +16.1% | +16.9% |
| 3 years · per year | — | +23.7% |
| 5 years · per year | — | +11.1% |
| Worst drop · 1Y | −12.4% | −12.2% |
| Volatility · 1Y | 17.4% | 16.1% |
| Holdings | 32 | 50 |
| Assets | $62M | $47M |
| Leverage | None | None |
| Since | 2024 | 2018 |
Highlighted = best in the row. Returns include dividends.