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YFYA and JFLI share 9.2% of their holdings.
| Side by side | HNDL | YFYA | JFLI |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.95% | 1.16% | 0.51% |
| Cost per year on $10k | $95 | $116 | $51 |
| Trailing 12-mo yield | 7.15% | 5.27% | 8.20% |
| Income per year on $10k | $715 | $527 | $820 |
| YTD | +5.3% | +1.9% | +7.6% |
| 1 year | +5.0% | +2.3% | +9.8% |
| 3 years · per year | +13.6% | — | — |
| 5 years · per year | +3.8% | — | — |
| Worst drop · 1Y | −4.9% | −1.7% | −6.7% |
| Volatility · 1Y | 7.7% | 3.9% | 9.8% |
| Holdings | 20 | 32 | 601 |
| Assets | $638M | $9M | $49M |
| Leverage | None | None | None |
| Since | 2018 | 2025 | 2025 |
Highlighted = best in the row. Returns include dividends.