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JFLI and AGGA share 6.8% of their holdings.
| Side by side | JFLI | AGGA |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Other bonds |
| Expense ratio | 0.51% | 0.55% |
| Cost per year on $10k | $51 | $55 |
| Trailing 12-mo yield | 8.07% | 4.29% |
| Income per year on $10k | $807 | $429 |
| YTD | +9.4% | +0.3% |
| 1 year | +10.9% | +0.5% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −6.7% | −2.2% |
| Volatility · 1Y | 9.7% | 2.4% |
| Holdings | 603 | 0 |
| Assets | $50M | $100M |
| Leverage | None | None |
| Since | 2025 | 2025 |
Highlighted = best in the row. Returns include dividends.