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HNDL and QAI share 5.5% of their holdings.
| Side by side | HNDL | JFLI | QAI |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Dividend stocks | Unsorted |
| Expense ratio | 0.95% | 0.51% | 0.75% |
| Cost per year on $10k | $95 | $51 | $75 |
| Trailing 12-mo yield | 7.09% | 8.07% | 1.41% |
| Income per year on $10k | $709 | $807 | $141 |
| YTD | +6.2% | +9.4% | +7.0% |
| 1 year | +5.0% | +10.9% | +7.1% |
| 3 years · per year | +13.4% | — | +9.1% |
| 5 years · per year | +4.1% | — | +4.2% |
| Worst drop · 1Y | −4.9% | −6.7% | −3.7% |
| Volatility · 1Y | 7.7% | 9.7% | 7.1% |
| Holdings | 20 | 603 | 48 |
| Assets | $642M | $50M | $999M |
| Leverage | None | None | None |
| Since | 2018 | 2025 | 2009 |
Highlighted = best in the row. Returns include dividends.