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YFYA and JFLI share 9.2% of their holdings.
| Side by side | HNDL | YFYA | JFLI |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Dividend stocks | Income · Dividend stocks |
| Expense ratio | 0.95% | 1.16% | 0.51% |
| Cost per year on $10k | $95 | $116 | $51 |
| Trailing 12-mo yield | 7.09% | 5.26% | 8.07% |
| Income per year on $10k | $709 | $526 | $807 |
| YTD | +6.2% | +2.1% | +9.4% |
| 1 year | +5.0% | +2.6% | +10.9% |
| 3 years · per year | +13.4% | — | — |
| 5 years · per year | +4.1% | — | — |
| Worst drop · 1Y | −4.9% | −1.7% | −6.7% |
| Volatility · 1Y | 7.7% | 3.9% | 9.7% |
| Holdings | 20 | 32 | 603 |
| Assets | $642M | $9M | $50M |
| Leverage | None | None | None |
| Since | 2018 | 2025 | 2025 |
Highlighted = best in the row. Returns include dividends.