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REM and MORT share 89.9% of their holdings.
| Side by side | REM | MORT | MDIV | CRDT |
|---|---|---|---|---|
| Strategy | Bonds & Cash · Mortgage | Bonds & Cash · Mortgage | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.48% | 0.43% | 0.83% | 0.99% |
| Cost per year on $10k | $48 | $43 | $83 | $99 |
| Trailing 12-mo yield | 11.25% | 18.25% | 7.47% | 6.47% |
| Income per year on $10k | $1,125 | $1,825 | $747 | $647 |
| YTD | −16.1% | −16.4% | +9.0% | −7.5% |
| 1 year | −13.1% | −13.9% | +10.3% | −6.3% |
| 3 years · per year | +5.4% | +5.3% | +11.5% | +0.4% |
| 5 years · per year | −6.1% | −5.9% | +5.9% | — |
| Worst drop · 1Y | −26.3% | −26.9% | −6.0% | −15.7% |
| Volatility · 1Y | 18.1% | 18.0% | 6.8% | 11.3% |
| Holdings | 30 | 27 | 123 | 88 |
| Assets | $459M | $320M | $416M | $27M |
| Leverage | None | None | None | None |
| Since | 2007 | 2011 | 2012 | 2023 |
Highlighted = best in the row. Returns include dividends.