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FISR and AGGA share 9.9% of their holdings.
| Side by side | FISR | AGGA |
|---|---|---|
| Strategy | Bonds & Cash · Other bonds | Bonds & Cash · Other bonds |
| Expense ratio | 0.50% | 0.55% |
| Cost per year on $10k | $50 | $55 |
| Trailing 12-mo yield | 4.72% | 4.28% |
| Income per year on $10k | $472 | $428 |
| YTD | −1.1% | +0.4% |
| 1 year | −0.9% | +0.9% |
| 3 years · per year | +4.8% | — |
| 5 years · per year | −1.1% | — |
| Worst drop · 1Y | −5.0% | −2.2% |
| Volatility · 1Y | 4.6% | 2.4% |
| Holdings | 10,225 | 0 |
| Assets | $642M | $100M |
| Leverage | None | None |
| Since | 2019 | 2025 |
Highlighted = best in the row. Returns include dividends.