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XES and CBSE share 8.0% of their holdings.
| Side by side | BHYB | XES | CBSE | SIMS |
|---|---|---|---|---|
| Strategy | Bonds & Cash · High yield | Sectors · Energy | Unsorted | US Stock Styles · Large cap |
| Expense ratio | 0.20% | 0.35% | 0.85% | 0.45% |
| Cost per year on $10k | $20 | $35 | $85 | $45 |
| Trailing 12-mo yield | 6.97% | 1.12% | 0.32% | 0.56% |
| Income per year on $10k | $697 | $112 | $32 | $56 |
| YTD | +0.6% | +31.6% | +9.3% | +7.6% |
| 1 year | +1.9% | +32.5% | +7.1% | −3.6% |
| 3 years · per year | — | +8.2% | +27.4% | +16.8% |
| 5 years · per year | — | +12.9% | +8.5% | +0.4% |
| Worst drop · 1Y | −2.8% | −21.6% | −18.1% | −15.6% |
| Volatility · 1Y | 3.4% | 31.4% | 25.7% | 23.0% |
| Holdings | 1,507 | 35 | 10 | 53 |
| Assets | $3.1B | $366M | $46M | $8M |
| Leverage | None | None | None | None |
| Since | 2023 | 2006 | 2020 | 2017 |
Highlighted = best in the row. Returns include dividends.