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CWB and FCVT share 7.5% of their holdings.
| Side by side | CWB | FCVT | BRHY |
|---|---|---|---|
| Strategy | Bonds & Cash · Other bonds | Bonds & Cash · Other bonds | Bonds & Cash · High yield |
| Expense ratio | 0.40% | 0.95% | 0.45% |
| Cost per year on $10k | $40 | $95 | $45 |
| Trailing 12-mo yield | 1.95% | 1.24% | 8.42% |
| Income per year on $10k | $195 | $124 | $842 |
| YTD | +5.4% | +3.0% | −0.3% |
| 1 year | +2.1% | +0.7% | +1.0% |
| 3 years · per year | +14.7% | +15.9% | — |
| 5 years · per year | +3.2% | +2.5% | — |
| Worst drop · 1Y | −15.6% | −19.3% | −3.7% |
| Volatility · 1Y | 17.8% | 20.8% | 3.6% |
| Holdings | 379 | 123 | 875 |
| Assets | $5.5B | $78M | $130M |
| Leverage | None | None | None |
| Since | 2009 | 2015 | 2024 |
Highlighted = best in the row. Returns include dividends.