Loading…
REM and CRDT share 6.3% of their holdings.
| Side by side | REM | CRDT |
|---|---|---|
| Strategy | Bonds & Cash · Mortgage | Income · Dividend stocks |
| Expense ratio | 0.48% | 0.99% |
| Cost per year on $10k | $48 | $99 |
| Trailing 12-mo yield | 11.40% | 6.44% |
| Income per year on $10k | $1,140 | $644 |
| YTD | −17.2% | −7.1% |
| 1 year | −12.7% | −5.5% |
| 3 years · per year | +5.7% | +0.6% |
| 5 years · per year | −6.4% | — |
| Worst drop · 1Y | −26.3% | −15.7% |
| Volatility · 1Y | 18.3% | 11.3% |
| Holdings | 30 | 88 |
| Assets | $454M | $27M |
| Leverage | None | None |
| Since | 2007 | 2023 |
Highlighted = best in the row. Returns include dividends.