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HYBI and BAMY share 20.0% of their holdings.
| Side by side | HYBI | CPHY | BAMY |
|---|---|---|---|
| Strategy | Bonds & Cash · Corporate | Bonds & Cash · High yield | Unsorted |
| Expense ratio | 0.72% | 0.35% | 0.95% |
| Cost per year on $10k | $72 | $35 | $95 |
| Trailing 12-mo yield | 8.31% | 0.00% | 7.08% |
| Income per year on $10k | $831 | $0 | $708 |
| YTD | +1.5% | −0.5% | +0.1% |
| 1 year | +2.3% | +0.1% | +1.8% |
| 3 years · per year | — | — | +9.9% |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −1.8% | −2.9% | −3.1% |
| Volatility · 1Y | 3.1% | 3.5% | 4.3% |
| Holdings | 0 | 4 | 7 |
| Assets | $218M | $3M | $41M |
| Leverage | None | None | None |
| Since | 2024 | 2025 | 2023 |
Highlighted = best in the row. Returns include dividends.