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XFLX and JIII share 2.7% of their holdings.
| Side by side | XFLX | JIII |
|---|---|---|
| Strategy | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.97% | 0.56% |
| Cost per year on $10k | $97 | $56 |
| Trailing 12-mo yield | 9.72% | 7.66% |
| Income per year on $10k | $972 | $766 |
| YTD | +0.8% | +0.2% |
| 1 year | +1.1% | +1.3% |
| 3 years · per year | +4.1% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −3.1% | −2.7% |
| Volatility · 1Y | 3.7% | 3.7% |
| Holdings | 0 | 549 |
| Assets | $50M | $337M |
| Leverage | None | None |
| Since | 2002 | 2024 |
Highlighted = best in the row. Returns include dividends.