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JBBB and DYFI share 0.7% of their holdings.
| Side by side |
|---|
| JBBB |
|---|
| JSI |
|---|
| DYFI |
|---|
| Strategy | Bonds & Cash · Corporate | Income · Dividend stocks | Bonds & Cash · Other bonds |
| Expense ratio | 0.47% | 0.51% | 1.13% |
| Cost per year on $10k | $47 | $51 | $113 |
| Trailing 12-mo yield | 6.33% | 6.06% | 4.74% |
| Income per year on $10k | $633 | $606 | $474 |
| YTD | +3.0% | +0.8% | −1.2% |
| 1 year | +3.7% | +1.6% | −0.8% |
| 3 years · per year | +7.2% | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −2.4% | −1.8% | −2.5% |
| Volatility · 1Y | 3.3% | 2.5% | 2.6% |
| Holdings | 276 | 562 | 8 |
| Assets | $1.5B | $1.6B | $59M |
| Leverage | None | None | None |
| Since | 2022 | 2023 | 2024 |
Highlighted = best in the row. Returns include dividends.