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| Side by side | NBTR | AGG |
|---|---|---|
| Strategy | Bonds & Cash · Core aggregate | Bonds & Cash · Core aggregate |
| Expense ratio | 0.94% | 0.03% |
| Cost per year on $10k | $94 | $3 |
| Trailing 12-mo yield | 5.58% | 4.12% |
| Income per year on $10k | $558 | $412 |
| YTD | −1.4% | −0.8% |
| 1 year | −1.5% | −1.2% |
| 3 years · per year | — | +5.2% |
| 5 years · per year | — | −0.1% |
| Worst drop · 1Y | −4.4% | −4.6% |
| Volatility · 1Y | 3.7% | 4.1% |
| Holdings | 503 | 13,467 |
| Assets | $59M | $140B |
| Leverage | None | None |
| Since | 2024 | 2003 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.
Holdings unavailable.