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LCR and MAMB share 7.6% of their holdings.
| Side by side | LCR | PCPP | MAMB |
|---|---|---|---|
| Strategy | Unsorted | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.83% | 0.75% | 1.15% |
| Cost per year on $10k | $83 | $75 | $115 |
| Trailing 12-mo yield | 1.30% | 0.00% | 2.76% |
| Income per year on $10k | $130 | $0 | $276 |
| YTD | +5.5% | — | −0.0% |
| 1 year | +7.3% | — | +0.8% |
| 3 years · per year | +12.3% | — | +6.8% |
| 5 years · per year | +6.4% | — | +0.4% |
| Worst drop · 1Y | −6.0% | — | −5.7% |
| Volatility · 1Y | 7.9% | — | 5.9% |
| Holdings | 34 | 32 | 11 |
| Assets | $66M | $32M | $199M |
| Leverage | None | None | None |
| Since | 2020 | 2026 | 2021 |
Highlighted = best in the row. Returns include dividends.