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LDSF and HISF share 41.7% of their holdings.
| Side by side | LMBS | LDSF | HISF |
|---|---|---|---|
| Strategy | Bonds & Cash · Ultra-short | Bonds & Cash · Ultra-short | Income · Dividend stocks |
| Expense ratio | 0.66% | 0.10% | 0.10% |
| Cost per year on $10k | $66 | $10 | $10 |
| Trailing 12-mo yield | 4.16% | 4.78% | 5.24% |
| Income per year on $10k | $416 | $478 | $524 |
| YTD | +1.1% | +0.3% | −1.3% |
| 1 year | +1.9% | +1.2% | −0.5% |
| 3 years · per year | +5.9% | +5.3% | +5.7% |
| 5 years · per year | +3.1% | +2.3% | +1.1% |
| Worst drop · 1Y | −2.0% | −2.1% | −4.1% |
| Volatility · 1Y | 2.1% | 2.3% | 3.7% |
| Holdings | 1,248 | 8 | 11 |
| Assets | $6.6B | $160M | $88M |
| Leverage | None | None | None |
| Since | 2014 | 2019 | 2014 |
Highlighted = best in the row. Returns include dividends.