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LOTI and JFLI share 4.4% of their holdings.
| Side by side | LOTI | JFLI |
|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 1.04% | 0.51% |
| Cost per year on $10k | $104 | $51 |
| Trailing 12-mo yield | 2.40% | 8.07% |
| Income per year on $10k | $240 | $807 |
| YTD | +6.8% | +9.4% |
| 1 year | +6.3% | +10.9% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −4.4% | −6.7% |
| Volatility · 1Y | 6.3% | 9.7% |
| Holdings | 0 | 603 |
| Assets | $49M | $50M |
| Leverage | None | None |
| Since | 2025 | 2025 |
Highlighted = best in the row. Returns include dividends.