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PTRB and PSDM share 3.4% of their holdings.
| Side by side | PTRB | PFRL | PSDM |
|---|---|---|---|
| Strategy | Bonds & Cash · Core aggregate | Bonds & Cash · Other bonds | Bonds & Cash · Short-term |
| Expense ratio | 0.49% | 0.72% | 0.40% |
| Cost per year on $10k | $49 | $72 | $40 |
| Trailing 12-mo yield | 5.24% | 6.74% | 4.83% |
| Income per year on $10k | $524 | $674 | $483 |
| YTD | −1.2% | +3.1% | +0.9% |
| 1 year | −0.8% | +4.6% | +1.9% |
| 3 years · per year | +6.0% | +7.5% | +5.4% |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −4.9% | −1.7% | −1.2% |
| Volatility · 1Y | 4.1% | 2.2% | 1.7% |
| Holdings | 0 | 148 | 842 |
| Assets | $1.2B | $138M | $275M |
| Leverage | None | None | None |
| Since | 2021 | 2022 | 2023 |
Highlighted = best in the row. Returns include dividends.