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FISR and SSFI share 65.9% of their holdings.
| Side by side | INKM | FISR | SSFI |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Other bonds | Bonds & Cash · Other bonds |
| Expense ratio | 0.50% | 0.50% | 0.76% |
| Cost per year on $10k | $50 | $50 | $76 |
| Trailing 12-mo yield | 4.68% | 4.72% | 3.87% |
| Income per year on $10k | $468 | $472 | $387 |
| YTD | +6.3% | −1.1% | −1.1% |
| 1 year | +7.6% | −0.9% | −1.0% |
| 3 years · per year | +11.9% | +4.8% | +4.5% |
| 5 years · per year | +3.8% | −1.1% | −0.5% |
| Worst drop · 1Y | −4.5% | −5.0% | −4.8% |
| Volatility · 1Y | 6.2% | 4.6% | 4.0% |
| Holdings | 16 | 10,225 | 0 |
| Assets | $70M | $642M | $29M |
| Leverage | None | None | None |
| Since | 2012 | 2019 | 2021 |
Highlighted = best in the row. Returns include dividends.