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LITL and ISMD share 9.1% of their holdings.
| Side by side | LITL | ISMD |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Mid cap |
| Expense ratio | 0.91% | 0.53% |
| Cost per year on $10k | $91 | $53 |
| Trailing 12-mo yield | 2.70% | 1.40% |
| Income per year on $10k | $270 | $140 |
| YTD | +18.0% | +24.7% |
| 1 year | +21.3% | +24.4% |
| 3 years · per year | — | +19.8% |
| 5 years · per year | — | +8.4% |
| Worst drop · 1Y | −9.4% | −9.7% |
| Volatility · 1Y | 16.4% | 16.7% |
| Holdings | 199 | 11 |
| Assets | $6M | $330M |
| Leverage | None | None |
| Since | 2025 | 2017 |
Highlighted = best in the row. Returns include dividends.