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BAFE and LVHI share 2.7% of their holdings.
| Side by side | BAFE | LVHI |
|---|---|---|
| Strategy | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.54% | 0.40% |
| Cost per year on $10k | $54 | $40 |
| Trailing 12-mo yield | 0.27% | 4.54% |
| Income per year on $10k | $27 | $454 |
| YTD | +10.3% | +20.5% |
| 1 year | +10.6% | +27.8% |
| 3 years · per year | — | +24.4% |
| 5 years · per year | — | +17.2% |
| Worst drop · 1Y | −12.7% | −6.1% |
| Volatility · 1Y | 13.2% | 9.5% |
| Holdings | 45 | 198 |
| Assets | $1.8B | $6.4B |
| Leverage | None | None |
| Since | 2024 | 2016 |
Highlighted = best in the row. Returns include dividends.