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JIII and JLQD share 1.5% of their holdings.
| Side by side | JIII | JLQD |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Corporate |
| Expense ratio | 0.56% | 0.35% |
| Cost per year on $10k | $56 | $35 |
| Trailing 12-mo yield | 7.66% | 6.17% |
| Income per year on $10k | $766 | $617 |
| YTD | +0.2% | −2.3% |
| 1 year | +1.3% | −1.9% |
| 3 years · per year | — | +6.5% |
| 5 years · per year | — | −0.0% |
| Worst drop · 1Y | −2.7% | −4.7% |
| Volatility · 1Y | 3.7% | 3.7% |
| Holdings | 549 | 142 |
| Assets | $337M | $16M |
| Leverage | None | None |
| Since | 2024 | 2021 |
Highlighted = best in the row. Returns include dividends.