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OVB and AGGH share 68.4% of their holdings.
| Side by side | APCB | OVB | AGGH |
|---|---|---|---|
| Strategy | Bonds & Cash · Core aggregate | Bonds & Cash · Core aggregate | Bonds & Cash · Core aggregate |
| Expense ratio | 0.36% | 0.79% | 0.43% |
| Cost per year on $10k | $36 | $79 | $43 |
| Trailing 12-mo yield | 4.59% | 6.72% | 7.64% |
| Income per year on $10k | $459 | $672 | $764 |
| YTD | −1.1% | +0.2% | −2.0% |
| 1 year | −0.7% | +0.8% | −0.9% |
| 3 years · per year | +4.9% | +7.6% | +5.3% |
| 5 years · per year | — | +0.1% | — |
| Worst drop · 1Y | −4.6% | −4.0% | −6.4% |
| Volatility · 1Y | 3.7% | 6.3% | 5.4% |
| Holdings | 0 | 11 | 19 |
| Assets | $1.0B | $48M | $416M |
| Leverage | None | None | None |
| Since | 2023 | 2019 | 2022 |
Highlighted = best in the row. Returns include dividends.