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PIPE and EINC share 68.6% of their holdings.
| Side by side | PIPE | EINC | MDLV |
|---|---|---|---|
| Strategy | Thematic · Infrastructure | Income · Dividend stocks | US Stock Styles · Value |
| Expense ratio | 0.75% | 0.46% | 0.58% |
| Cost per year on $10k | $75 | $46 | $58 |
| Trailing 12-mo yield | 3.88% | 5.12% | 2.53% |
| Income per year on $10k | $388 | $512 | $253 |
| YTD | +27.8% | +26.9% | +16.0% |
| 1 year | +34.6% | +34.1% | +20.0% |
| 3 years · per year | — | +27.0% | +16.3% |
| 5 years · per year | — | +19.5% | — |
| Worst drop · 1Y | −9.1% | −9.0% | −6.1% |
| Volatility · 1Y | 16.5% | 16.9% | 9.2% |
| Holdings | 26 | 32 | 0 |
| Assets | $67M | $88M | $48M |
| Leverage | None | None | None |
| Since | 2025 | 2012 | 2023 |
Highlighted = best in the row. Returns include dividends.