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MAMB and JOJO share 32.6% of their holdings.
| Side by side | MAMB | JOJO | BAMB | GMOD |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Corporate | Bonds & Cash · Other bonds | Unsorted |
| Expense ratio | 1.15% | 1.49% | 0.95% | 0.50% |
| Cost per year on $10k | $115 | $149 | $95 | $50 |
| Trailing 12-mo yield | 2.76% | 5.47% | 3.09% | 1.35% |
| Income per year on $10k | $276 | $547 | $309 | $135 |
| YTD | +0.1% | −1.4% | −2.2% | +9.3% |
| 1 year | +0.2% | −2.0% | −2.4% | +11.3% |
| 3 years · per year | +6.8% | +7.3% | +3.3% | — |
| 5 years · per year | +0.5% | −1.1% | — | — |
| Worst drop · 1Y | −5.7% | −8.2% | −5.6% | −6.5% |
| Volatility · 1Y | 5.9% | 6.7% | 4.0% | 8.3% |
| Holdings | 11 | 3 | 8 | 0 |
| Assets | $199M | $4M | $55M | $49M |
| Leverage | None | None | None | None |
| Since | 2021 | 2021 | 2023 | 2025 |
Highlighted = best in the row. Returns include dividends.