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LMBS and HISF share 0.0% of their holdings.
| Side by side | LMBS | HISF |
|---|---|---|
| Strategy | Bonds & Cash · Ultra-short | Income · Dividend stocks |
| Expense ratio | 0.66% | 0.10% |
| Cost per year on $10k | $66 | $10 |
| Trailing 12-mo yield | 4.16% | 5.24% |
| Income per year on $10k | $416 | $524 |
| YTD | +1.1% | −1.3% |
| 1 year | +1.9% | −0.5% |
| 3 years · per year | +5.9% | +5.7% |
| 5 years · per year | +3.1% | +1.1% |
| Worst drop · 1Y | −2.0% | −4.1% |
| Volatility · 1Y | 2.1% | 3.7% |
| Holdings | 1,248 | 11 |
| Assets | $6.6B | $88M |
| Leverage | None | None |
| Since | 2014 | 2014 |
Highlighted = best in the row. Returns include dividends.