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HYLB and HYUP share 2.2% of their holdings.
| Side by side | HYLB | HYDW | HYUP |
|---|---|---|---|
| Strategy | Bonds & Cash · High yield | Bonds & Cash · High yield | Bonds & Cash · High yield |
| Expense ratio | 0.05% | 0.20% | 0.20% |
| Cost per year on $10k | $5 | $20 | $20 |
| Trailing 12-mo yield | 6.71% | 5.57% | 7.78% |
| Income per year on $10k | $671 | $557 | $778 |
| YTD | +0.8% | +1.7% | −0.9% |
| 1 year | +1.7% | +2.6% | −0.0% |
| 3 years · per year | +8.6% | +7.7% | +9.0% |
| 5 years · per year | +3.6% | +3.5% | +3.6% |
| Worst drop · 1Y | −2.9% | −2.2% | −4.6% |
| Volatility · 1Y | 3.8% | 2.9% | 4.5% |
| Holdings | 1,270 | 573 | 691 |
| Assets | $3.3B | $62M | $46M |
| Leverage | None | None | None |
| Since | 2016 | 2018 | 2018 |
Highlighted = best in the row. Returns include dividends.