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HYTR and THLV share 40.0% of their holdings.
| Side by side | RLY | HYTR | THLV | GMMA |
|---|---|---|---|---|
| Strategy | Unsorted | Bonds & Cash · High yield | US Stock Styles · Equal weight | Unsorted |
| Expense ratio | 0.50% | 1.00% | 0.64% | 0.86% |
| Cost per year on $10k | $50 | $100 | $64 | $86 |
| Trailing 12-mo yield | 2.88% | 5.63% | 1.66% | 3.13% |
| Income per year on $10k | $288 | $563 | $166 | $313 |
| YTD | +20.2% | −0.8% | +6.7% | +5.6% |
| 1 year | +24.2% | −0.0% | +6.6% | +5.7% |
| 3 years · per year | +16.0% | +6.5% | +11.7% | — |
| 5 years · per year | +10.2% | +1.7% | — | — |
| Worst drop · 1Y | −7.6% | −2.3% | −6.9% | −3.4% |
| Volatility · 1Y | 10.8% | 3.2% | 10.1% | 6.9% |
| Holdings | 11 | 0 | 0 | 0 |
| Assets | $1.4B | $296M | $55M | $7M |
| Leverage | None | None | None | None |
| Since | 2012 | 2020 | 2022 | 2024 |
Highlighted = best in the row. Returns include dividends.