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| Side by side | LODI | JPST |
|---|---|---|
| Strategy | Bonds & Cash · Ultra-short | Bonds & Cash · Ultra-short |
| Expense ratio | 0.39% | 0.18% |
| Cost per year on $10k | $39 | $18 |
| Trailing 12-mo yield | 5.06% | 4.13% |
| Income per year on $10k | $506 | $413 |
| YTD | +2.9% | +2.7% |
| 1 year | +3.6% | +3.5% |
| 3 years · per year | — | +4.9% |
| 5 years · per year | — | +3.9% |
| Worst drop · 1Y | −0.7% | −0.1% |
| Volatility · 1Y | 1.6% | 0.5% |
| Holdings | 224 | 807 |
| Assets | $108M | $42.5B |
| Leverage | None | None |
| Since | 2024 | 2017 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.
Holdings unavailable.