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SOVF and MRGR share 5.2% of their holdings.
| Side by side | SOVF | MRGR |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.75% | 0.75% |
| Cost per year on $10k | $75 | $75 |
| Trailing 12-mo yield | 0.71% | 2.69% |
| Income per year on $10k | $71 | $269 |
| YTD | +9.1% | +2.3% |
| 1 year | +6.5% | +5.3% |
| 3 years · per year | +9.9% | +7.3% |
| 5 years · per year | — | +3.8% |
| Worst drop · 1Y | −13.8% | −1.8% |
| Volatility · 1Y | 14.6% | 4.0% |
| Holdings | 0 | 52 |
| Assets | $90M | $16M |
| Leverage | None | None |
| Since | 2023 | 2012 |
Highlighted = best in the row. Returns include dividends.