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FOPC and FCBD share 61.2% of their holdings.
| Side by side | FOPC | FCBD | LOTI |
|---|
| Strategy | Bonds & Cash · Corporate | Bonds & Cash · Core aggregate | Income · Dividend stocks |
| Expense ratio | 0.87% | 0.84% | 1.04% |
| Cost per year on $10k | $87 | $84 | $104 |
| Trailing 12-mo yield | 4.48% | 4.10% | 2.40% |
| Income per year on $10k | $448 | $410 | $240 |
| YTD | −0.6% | +0.0% | +6.8% |
| 1 year | −0.6% | +0.3% | +6.3% |
| 3 years · per year | — | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −3.5% | −2.7% | −4.4% |
| Volatility · 1Y | 3.2% | 2.6% | 6.3% |
| Holdings | 0 | 0 | 0 |
| Assets | $32M | $40M | $49M |
| Leverage | None | None | None |
| Since | 2024 | 2024 | 2025 |
Highlighted = best in the row. Returns include dividends.