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CFIT and ELM share 36.3% of their holdings.
| Side by side | CFIT | ELM | USAF |
|---|---|---|---|
| Strategy | Bonds & Cash · Other bonds | Unsorted | US Stock Styles · Large cap |
| Expense ratio | 0.64% | 0.24% | 0.89% |
| Cost per year on $10k | $64 | $24 | $89 |
| Trailing 12-mo yield | 3.08% | 2.52% | 2.40% |
| Income per year on $10k | $308 | $252 | $240 |
| YTD | +2.0% | +7.4% | +3.9% |
| 1 year | +0.6% | +7.6% | +4.5% |
| 3 years · per year | — | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −4.2% | −7.5% | −4.4% |
| Volatility · 1Y | 6.0% | 9.5% | 5.8% |
| Holdings | 4 | 0 | 61 |
| Assets | $47M | $598M | $16M |
| Leverage | None | None | None |
| Since | 2025 | 2025 | 2024 |
Highlighted = best in the row. Returns include dividends.