Loading…
RSPC and PEJ share 4.9% of their holdings.
| Side by side | HYLB | BHYB | RSPC | PEJ |
|---|---|---|---|---|
| Strategy | Bonds & Cash · High yield | Bonds & Cash · High yield | US Stock Styles · Equal weight | Unsorted |
| Expense ratio | 0.05% | 0.20% | 0.40% | 0.58% |
| Cost per year on $10k | $5 | $20 | $40 | $58 |
| Trailing 12-mo yield | 7.33% | 6.97% | 1.19% | 0.50% |
| Income per year on $10k | $733 | $697 | $119 | $50 |
| YTD | −0.1% | +0.6% | −13.6% | +10.3% |
| 1 year | +1.2% | +1.9% | −11.5% | +16.8% |
| 3 years · per year | +8.3% | — | +11.5% | +24.8% |
| 5 years · per year | +3.4% | — | −1.1% | +6.0% |
| Worst drop · 1Y | −3.1% | −2.8% | −15.0% | −10.8% |
| Volatility · 1Y | 3.9% | 3.4% | 15.1% | 18.6% |
| Holdings | 1,295 | 1,507 | 25 | 31 |
| Assets | $3.3B | $3.1B | $51M | $363M |
| Leverage | None | None | None | None |
| Since | 2016 | 2023 | 2018 | 2005 |
Highlighted = best in the row. Returns include dividends.