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GTO and JHPI share 0.1% of their holdings.
| Side by side | GTO | JHPI |
|---|---|---|
| Strategy | Bonds & Cash · Core aggregate | Income · Dividend stocks |
| Expense ratio | 0.35% | 0.54% |
| Cost per year on $10k | $35 | $54 |
| Trailing 12-mo yield | 4.96% | 6.20% |
| Income per year on $10k | $496 | $620 |
| YTD | −1.4% | −1.5% |
| 1 year | −1.6% | −1.8% |
| 3 years · per year | +5.6% | +8.9% |
| 5 years · per year | −0.3% | — |
| Worst drop · 1Y | −4.6% | −4.4% |
| Volatility · 1Y | 3.7% | 3.6% |
| Holdings | 1,892 | 216 |
| Assets | $2.6B | $224M |
| Leverage | None | None |
| Since | 2016 | 2021 |
Highlighted = best in the row. Returns include dividends.