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LOTI and LEXI share 8.2% of their holdings.
| Side by side | LOTI | LEXI |
|---|---|---|
| Strategy | Income · Dividend stocks | Unsorted |
| Expense ratio | 1.04% | 1.02% |
| Cost per year on $10k | $104 | $102 |
| Trailing 12-mo yield | 2.38% | 0.85% |
| Income per year on $10k | $238 | $85 |
| YTD | +7.5% | +11.6% |
| 1 year | +7.7% | +13.3% |
| 3 years · per year | — | +21.3% |
| 5 years · per year | — | +9.8% |
| Worst drop · 1Y | −4.4% | −8.1% |
| Volatility · 1Y | 6.2% | 11.5% |
| Holdings | 0 | 0 |
| Assets | $50M | $195M |
| Leverage | None | None |
| Since | 2025 | 2021 |
Highlighted = best in the row. Returns include dividends.