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HYLB and HYUP share 2.2% of their holdings.
| Side by side | HYLB | BHYB | PEJ | HYUP |
|---|---|---|---|---|
| Strategy | Bonds & Cash · High yield | Bonds & Cash · High yield | Unsorted | Bonds & Cash · High yield |
| Expense ratio | 0.05% | 0.20% | 0.58% | 0.20% |
| Cost per year on $10k | $5 | $20 | $58 | $20 |
| Trailing 12-mo yield | 7.33% | 6.97% | 0.50% | 8.59% |
| Income per year on $10k | $733 | $697 | $50 | $859 |
| YTD | −0.1% | +0.6% | +10.3% | −1.8% |
| 1 year | +1.2% | +1.9% | +16.8% | −0.6% |
| 3 years · per year | +8.3% | — | +24.8% | +8.7% |
| 5 years · per year | +3.4% | — | +6.0% | +3.4% |
| Worst drop · 1Y | −3.1% | −2.8% | −10.8% | −5.2% |
| Volatility · 1Y | 3.9% | 3.4% | 18.6% | 4.5% |
| Holdings | 1,295 | 1,507 | 31 | 720 |
| Assets | $3.3B | $3.1B | $363M | $43M |
| Leverage | None | None | None | None |
| Since | 2016 | 2023 | 2005 | 2018 |
Highlighted = best in the row. Returns include dividends.