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JFLI and YFYA share 9.2% of their holdings.
| Side by side | JFLI | YFYA |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.51% | 1.16% |
| Cost per year on $10k | $51 | $116 |
| Trailing 12-mo yield | 8.20% | 5.27% |
| Income per year on $10k | $820 | $527 |
| YTD | +7.6% | +1.9% |
| 1 year | +9.8% | +2.3% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −6.7% | −1.7% |
| Volatility · 1Y | 9.8% | 3.9% |
| Holdings | 601 | 32 |
| Assets | $49M | $9M |
| Leverage | None | None |
| Since | 2025 | 2025 |
Highlighted = best in the row. Returns include dividends.