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DYFI and AGGA share 15.9% of their holdings.
| Side by side | DYFI | AGGA | LOTI | LEXI |
|---|---|---|---|---|
| Strategy | Bonds & Cash · Other bonds | Bonds & Cash · Other bonds | Income · Dividend stocks | Unsorted |
| Expense ratio | 1.13% | 0.55% | 1.04% | 1.02% |
| Cost per year on $10k | $113 | $55 | $104 | $102 |
| Trailing 12-mo yield | 4.74% | 4.28% | 2.38% | 0.85% |
| Income per year on $10k | $474 | $428 | $238 | $85 |
| YTD | −1.2% | +0.4% | +7.5% | +11.6% |
| 1 year | −0.4% | +0.9% | +7.7% | +13.3% |
| 3 years · per year | — | — | — | +21.3% |
| 5 years · per year | — | — | — | +9.8% |
| Worst drop · 1Y | −2.5% | −2.2% | −4.4% | −8.1% |
| Volatility · 1Y | 2.6% | 2.4% | 6.2% | 11.5% |
| Holdings | 8 | 0 | 0 | 0 |
| Assets | $59M | $100M | $50M | $195M |
| Leverage | None | None | None | None |
| Since | 2024 | 2025 | 2025 | 2021 |
Highlighted = best in the row. Returns include dividends.