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KAMO and DYFI share 26.1% of their holdings.
| Side by side | JSI | KAMO | DYFI |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Corporate | Bonds & Cash · Other bonds |
| Expense ratio | 0.51% | 0.92% | 1.13% |
| Cost per year on $10k | $51 | $92 | $113 |
| Trailing 12-mo yield | 6.60% | 3.07% | 4.74% |
| Income per year on $10k | $660 | $307 | $474 |
| YTD | +0.3% | −1.8% | −1.2% |
| 1 year | +1.5% | — | −0.4% |
| 3 years · per year | — | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −1.8% | — | −2.5% |
| Volatility · 1Y | 2.4% | — | 2.6% |
| Holdings | 566 | 0 | 8 |
| Assets | $1.5B | $107M | $59M |
| Leverage | None | None | None |
| Since | 2023 | 2025 | 2024 |
Highlighted = best in the row. Returns include dividends.