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EVTR and LOTI share 0.1% of their holdings.
| Side by side | EVTR | LOTI |
|---|---|---|
| Strategy | Bonds & Cash · Core aggregate | Income · Dividend stocks |
| Expense ratio | 0.32% | 1.04% |
| Cost per year on $10k | $32 | $104 |
| Trailing 12-mo yield |
| 5.05% |
| 2.38% |
| Income per year on $10k | $505 | $238 |
| YTD | −1.1% | +7.5% |
| 1 year | −0.5% | +7.7% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −4.7% | −4.4% |
| Volatility · 1Y | 4.2% | 6.2% |
| Holdings | 732 | 0 |
| Assets | $6.6B | $50M |
| Leverage | None | None |
| Since | 1984 | 2025 |
Highlighted = best in the row. Returns include dividends.