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QAI and BTA share 8.4% of their holdings.
| Side by side | AGGA | QAI | BTA |
|---|---|---|---|
| Strategy | Bonds & Cash · Other bonds | Unsorted | Unsorted |
| Expense ratio | 0.55% | 0.75% | 1.86% |
| Cost per year on $10k | $55 | $75 | $186 |
| Trailing 12-mo yield | 4.28% | 1.42% | 0.00% |
| Income per year on $10k | $428 | $142 | $0 |
| YTD | +0.4% | +5.9% | — |
| 1 year | +0.9% | +6.4% | — |
| 3 years · per year | — | +9.1% | — |
| 5 years · per year | — | +4.0% | — |
| Worst drop · 1Y | −2.2% | −3.7% | — |
| Volatility · 1Y | 2.4% | 7.1% | — |
| Holdings | 0 | 48 | 12 |
| Assets | $100M | $999M | $26M |
| Leverage | None | None | None |
| Since | 2025 | 2009 | 2026 |
Highlighted = best in the row. Returns include dividends.