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JSI and DYFI share 0.1% of their holdings.
| Side by side | JSI | DYFI |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Other bonds |
| Expense ratio | 0.51% | 1.13% |
| Cost per year on $10k | $51 | $113 |
| Trailing 12-mo yield |
| 6.06% |
| 4.74% |
| Income per year on $10k | $606 | $474 |
| YTD | +0.8% | −1.2% |
| 1 year | +1.6% | −0.8% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −1.8% | −2.5% |
| Volatility · 1Y | 2.5% | 2.6% |
| Holdings | 562 | 8 |
| Assets | $1.6B | $59M |
| Leverage | None | None |
| Since | 2023 | 2024 |
Highlighted = best in the row. Returns include dividends.