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BNDY and BAMA share 18.0% of their holdings.
| Side by side | BNDY | BAMA |
|---|---|---|
| Strategy | Bonds & Cash · Core aggregate | Unsorted |
| Expense ratio | 0.65% | 0.95% |
| Cost per year on $10k | $65 | $95 |
| Trailing 12-mo yield | 7.47% | 1.44% |
| Income per year on $10k | $747 | $144 |
| YTD | −0.5% | +7.7% |
| 1 year | −0.2% | +7.4% |
| 3 years · per year | — | +15.0% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −3.9% | −7.4% |
| Volatility · 1Y | 5.4% | 10.9% |
| Holdings | 6 | 8 |
| Assets | $470M | $46M |
| Leverage | None | None |
| Since | 2025 | 2023 |
Highlighted = best in the row. Returns include dividends.