Loading…
History for this window is not loaded yet.
BLTD and WTBN share 9.1% of their holdings.
| Side by side | BLTD | WTBN | LOTI |
|---|
| Strategy | Bonds & Cash · Core aggregate | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.28% | 0.50% | 1.04% |
| Cost per year on $10k | $28 | $50 | $104 |
| Trailing 12-mo yield | 4.74% | 4.13% | 2.38% |
| Income per year on $10k | $474 | $413 | $238 |
| YTD | −2.6% | −2.0% | +7.5% |
| 1 year | −3.8% | −1.7% | +7.7% |
| 3 years · per year | — | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −7.8% | −5.2% | −4.4% |
| Volatility · 1Y | 6.9% | 4.1% | 6.2% |
| Holdings | 3 | 12 | 0 |
| Assets | $168M | $105M | $50M |
| Leverage | None | None | None |
| Since | 2025 | 2023 | 2025 |
Highlighted = best in the row. Returns include dividends.