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EVTR and FISR share 8.1% of their holdings.
| Side by side | EVTR | TPLS | FISR |
|---|---|---|---|
| Strategy | Bonds & Cash · Core aggregate | Bonds & Cash · Core aggregate | Bonds & Cash · Other bonds |
| Expense ratio | 0.32% | 0.45% | 0.50% |
| Cost per year on $10k | $32 | $45 | $50 |
| Trailing 12-mo yield | 5.05% | 4.93% | 4.72% |
| Income per year on $10k | $505 | $493 | $472 |
| YTD | −1.1% | −0.7% | −1.1% |
| 1 year | −0.5% | −0.4% | −0.9% |
| 3 years · per year | — | — | +4.8% |
| 5 years · per year | — | — | −1.1% |
| Worst drop · 1Y | −4.7% | −4.8% | −5.0% |
| Volatility · 1Y | 4.2% | 4.0% | 4.6% |
| Holdings | 732 | 0 | 10,225 |
| Assets | $6.6B | $20M | $642M |
| Leverage | None | None | None |
| Since | 1984 | 2025 | 2019 |
Highlighted = best in the row. Returns include dividends.