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FTRB and LOTI share 5.5% of their holdings.
| Side by side | FTRB | LOTI |
|---|---|---|
| Strategy | Bonds & Cash · Core aggregate | Income · Dividend stocks |
| Expense ratio | 0.50% | 1.04% |
| Cost per year on $10k | $50 | $104 |
| Trailing 12-mo yield | 4.36% | 2.40% |
| Income per year on $10k | $436 | $240 |
| YTD | −0.8% | +6.8% |
| 1 year | −0.9% | +6.3% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −4.6% | −4.4% |
| Volatility · 1Y | 3.7% | 6.3% |
| Holdings | 691 | 0 |
| Assets | $722M | $49M |
| Leverage | None | None |
| Since | 2024 | 2025 |
Highlighted = best in the row. Returns include dividends.