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MAMB and JOJO share 32.7% of their holdings.
| Side by side | MAMB | JOJO |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Corporate |
| Expense ratio | 1.15% | 1.49% |
| Cost per year on $10k | $115 | $149 |
| Trailing 12-mo yield | 2.76% | 5.42% |
| Income per year on $10k | $276 | $542 |
| YTD | −0.0% | −0.6% |
| 1 year | +0.8% | +0.1% |
| 3 years · per year | +6.8% | +7.8% |
| 5 years · per year | +0.4% | −1.1% |
| Worst drop · 1Y | −5.7% | −8.2% |
| Volatility · 1Y | 5.9% | 6.6% |
| Holdings | 11 | 3 |
| Assets | $199M | $4M |
| Leverage | None | None |
| Since | 2021 | 2021 |
Highlighted = best in the row. Returns include dividends.