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LALT and HISF share 10.0% of their holdings.
| Side by side | LALT | HISF | AFIF |
|---|---|---|---|
| Strategy | Unsorted | Income · Dividend stocks | Bonds & Cash · Core aggregate |
| Expense ratio | 0.20% | 0.10% | 0.85% |
| Cost per year on $10k | $20 | $10 | $85 |
| Trailing 12-mo yield | 4.00% | 5.24% | 4.20% |
| Income per year on $10k | $400 | $524 | $420 |
| YTD | +10.8% | −1.3% | +1.2% |
| 1 year | +11.6% | −0.5% | +2.2% |
| 3 years · per year | +10.5% | +5.7% | +6.1% |
| 5 years · per year | — | +1.1% | +3.6% |
| Worst drop · 1Y | −3.7% | −4.1% | −1.6% |
| Volatility · 1Y | 6.7% | 3.7% | 2.6% |
| Holdings | 7 | 11 | 4 |
| Assets | $442M | $88M | $673M |
| Leverage | None | None | None |
| Since | 2023 | 2014 | 2018 |
Highlighted = best in the row. Returns include dividends.