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TACK and FISR share 25.3% of their holdings.
| Side by side | TACK | FISR | AGGA |
|---|---|---|---|
| Strategy | Unsorted | Bonds & Cash · Other bonds | Bonds & Cash · Other bonds |
| Expense ratio | 0.69% | 0.50% | 0.55% |
| Cost per year on $10k | $69 | $50 | $55 |
| Trailing 12-mo yield | 1.25% | 4.35% | 4.29% |
| Income per year on $10k | $125 | $435 | $429 |
| YTD | +9.4% | −1.0% | +0.3% |
| 1 year | +8.3% | −1.6% | +0.5% |
| 3 years · per year | +14.2% | +4.7% | — |
| 5 years · per year | — | −1.0% | — |
| Worst drop · 1Y | −5.8% | −5.0% | −2.2% |
| Volatility · 1Y | 9.2% | 4.6% | 2.4% |
| Holdings | 11 | 10,219 | 0 |
| Assets | $296M | $640M | $100M |
| Leverage | None | None | None |
| Since | 2022 | 2019 | 2025 |
Highlighted = best in the row. Returns include dividends.