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DYFI and AGGA share 15.9% of their holdings.
| Side by side |
|---|
| DYFI |
|---|
| AGGA |
|---|
| LOTI |
|---|
| Strategy | Bonds & Cash · Other bonds | Bonds & Cash · Other bonds | Income · Dividend stocks |
| Expense ratio | 1.13% | 0.55% | 1.04% |
| Cost per year on $10k | $113 | $55 | $104 |
| Trailing 12-mo yield | 4.74% | 4.28% | 2.38% |
| Income per year on $10k | $474 | $428 | $238 |
| YTD | −1.2% | +0.4% | +7.5% |
| 1 year | −0.4% | +0.9% | +7.7% |
| 3 years · per year | — | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −2.5% | −2.2% | −4.4% |
| Volatility · 1Y | 2.6% | 2.4% | 6.2% |
| Holdings | 8 | 0 | 0 |
| Assets | $59M | $100M | $50M |
| Leverage | None | None | None |
| Since | 2024 | 2025 | 2025 |
Highlighted = best in the row. Returns include dividends.