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| Side by side | XRMI |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.60% |
| Cost per year on $10k | $60 |
| Trailing 12-mo yield | 12.35% |
| Income per year on $10k | $1,235 |
| YTD | +5.2% |
| 1 year | +7.6% |
| 3 years · per year | +9.4% |
| 5 years · per year | +2.8% |
| Worst drop · 1Y | −5.0% |
| Volatility · 1Y | 5.6% |
| Holdings | 507 |
| Assets | $63M |
| Leverage | None |
| Since | 2021 |
Highlighted = best in the row. Returns include dividends.