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BLTD and WTBN share 9.1% of their holdings.
| Side by side | BLTD | WTBN | LOTI |
|---|---|---|---|
| Strategy | Bonds & Cash · Core aggregate | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.28% | 0.50% | 1.04% |
| Cost per year on $10k | $28 | $50 | $104 |
| Trailing 12-mo yield | 5.11% | 4.13% | 2.40% |
| Income per year on $10k | $511 | $413 | $240 |
| YTD | −2.9% | −2.2% | +6.8% |
| 1 year | −5.3% | −2.4% | +6.3% |
| 3 years · per year | — | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −7.8% | −5.2% | −4.4% |
| Volatility · 1Y | 7.0% | 4.2% | 6.3% |
| Holdings | 3 | 12 | 0 |
| Assets | $167M | $105M | $49M |
| Leverage | None | None | None |
| Since | 2025 | 2023 | 2025 |
Highlighted = best in the row. Returns include dividends.