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SBAR and HIGH share 86.7% of their holdings.
| Side by side | SBAR | HIGH | CDX |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Bonds & Cash · High yield |
| Expense ratio | 0.75% | 0.50% | 0.50% |
| Cost per year on $10k | $75 | $50 | $50 |
| Trailing 12-mo yield | 12.41% | 6.31% | 8.30% |
| Income per year on $10k | $1,241 | $631 | $830 |
| YTD | +4.1% | −2.9% | −4.9% |
| 1 year | +6.6% | −5.7% | −5.3% |
| 3 years · per year | — | +1.3% | +6.3% |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −5.3% | −6.0% | −5.8% |
| Volatility · 1Y | 8.3% | 7.5% | 6.3% |
| Holdings | 5 | 38 | 235 |
| Assets | $440M | $56M | $304M |
| Leverage | None | None | None |
| Since | 2025 | 2022 | 2022 |
Highlighted = best in the row. Returns include dividends.