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LDSF and HISF share 41.7% of their holdings.
| Side by side | LDSF | LALT | HISF |
|---|---|---|---|
| Strategy | Bonds & Cash · Ultra-short | Unsorted | Income · Dividend stocks |
| Expense ratio | 0.10% | 0.20% | 0.10% |
| Cost per year on $10k | $10 | $20 | $10 |
| Trailing 12-mo yield | 4.78% | 4.00% | 5.24% |
| Income per year on $10k | $478 | $400 | $524 |
| YTD | +0.3% | +10.8% | −1.3% |
| 1 year | +1.2% | +11.6% | −0.5% |
| 3 years · per year | +5.3% | +10.5% | +5.7% |
| 5 years · per year | +2.3% | — | +1.1% |
| Worst drop · 1Y | −2.1% | −3.7% | −4.1% |
| Volatility · 1Y | 2.3% | 6.7% | 3.7% |
| Holdings | 8 | 7 | 11 |
| Assets | $160M | $442M | $88M |
| Leverage | None | None | None |
| Since | 2019 | 2023 | 2014 |
Highlighted = best in the row. Returns include dividends.