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PTRB and AAAD share 2.5% of their holdings.
| Side by side | PTRB | AAAD |
|---|---|---|
| Strategy | Bonds & Cash · Core aggregate | Bonds & Cash · Core aggregate |
| Expense ratio | 0.49% | 0.19% |
| Cost per year on $10k | $49 | $19 |
| Trailing 12-mo yield | 4.84% | 1.60% |
| Income per year on $10k | $484 | $160 |
| YTD | −1.1% | — |
| 1 year | −1.4% | — |
| 3 years · per year | +5.9% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −4.9% | — |
| Volatility · 1Y | 4.2% | — |
| Holdings | 0 | 0 |
| Assets | $1.2B | $26M |
| Leverage | None | None |
| Since | 2021 | 2026 |
Highlighted = best in the row. Returns include dividends.