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QAI and BTA share 8.4% of their holdings.
| Side by side | QAI | BTA | SSFI |
|---|---|---|---|
| Strategy | Unsorted | Unsorted | Bonds & Cash · Other bonds |
| Expense ratio | 0.75% | 1.86% | 0.76% |
| Cost per year on $10k | $75 | $186 | $76 |
| Trailing 12-mo yield | 1.41% | 0.00% | 3.89% |
| Income per year on $10k | $141 | $0 | $389 |
| YTD | +7.0% | — | −1.4% |
| 1 year | +7.1% | — | −1.9% |
| 3 years · per year | +9.1% | — | +4.3% |
| 5 years · per year | +4.2% | — | −0.4% |
| Worst drop · 1Y | −3.7% | — | −4.8% |
| Volatility · 1Y | 7.1% | — | 4.0% |
| Holdings | 48 | 11 | 0 |
| Assets | $999M | $26M | $29M |
| Leverage | None | None | None |
| Since | 2009 | 2026 | 2021 |
Highlighted = best in the row. Returns include dividends.