Loading…
AGGA and SSFI share 11.8% of their holdings.
| Side by side | AGGA | QAI | SSFI |
|---|---|---|---|
| Strategy | Bonds & Cash · Other bonds | Unsorted | Bonds & Cash · Other bonds |
| Expense ratio | 0.55% | 0.75% | 0.76% |
| Cost per year on $10k | $55 | $75 | $76 |
| Trailing 12-mo yield | 4.29% | 1.41% | 3.89% |
| Income per year on $10k | $429 | $141 | $389 |
| YTD | +0.3% | +7.0% | −1.4% |
| 1 year | +0.5% | +7.1% | −1.9% |
| 3 years · per year | — | +9.1% | +4.3% |
| 5 years · per year | — | +4.2% | −0.4% |
| Worst drop · 1Y | −2.2% | −3.7% | −4.8% |
| Volatility · 1Y | 2.4% | 7.1% | 4.0% |
| Holdings | 0 | 48 | 0 |
| Assets | $100M | $999M | $29M |
| Leverage | None | None | None |
| Since | 2025 | 2009 | 2021 |
Highlighted = best in the row. Returns include dividends.