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AGGA and LOTI share 6.3% of their holdings.
| Side by side | AGGA | LOTI |
|---|---|---|
| Strategy | Bonds & Cash · Other bonds | Income · Dividend stocks |
| Expense ratio | 0.55% | 1.04% |
| Cost per year on $10k | $55 | $104 |
| Trailing 12-mo yield |
| 4.28% |
| 2.38% |
| Income per year on $10k | $428 | $238 |
| YTD | +0.4% | +7.5% |
| 1 year | +0.9% | +7.7% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −2.2% | −4.4% |
| Volatility · 1Y | 2.4% | 6.2% |
| Holdings | 0 | 0 |
| Assets | $100M | $50M |
| Leverage | None | None |
| Since | 2025 | 2025 |
Highlighted = best in the row. Returns include dividends.