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IINC and AVMV share 5.9% of their holdings.
| Side by side | MID | IINC | AVMV |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Income · Premium income | US Stock Styles · Mid cap |
| Expense ratio | 0.39% | 0.75% | 0.20% |
| Cost per year on $10k | $39 | $75 | $20 |
| Trailing 12-mo yield | 0.11% | 2.53% | 1.09% |
| Income per year on $10k | $11 | $253 | $109 |
| YTD | +4.9% | — | +14.0% |
| 1 year | +2.4% | — | +18.7% |
| 3 years · per year | +14.9% | — | — |
| 5 years · per year | +3.6% | — | — |
| Worst drop · 1Y | −13.9% | — | −8.9% |
| Volatility · 1Y | 18.0% | — | 12.6% |
| Holdings | 37 | 0 | 285 |
| Assets | $146M | $36M | $807M |
| Leverage | None | None | None |
| Since | 2020 | 2026 | 2023 |
Highlighted = best in the row. Returns include dividends.