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BNDW and BNDI share 49.7% of their holdings.
| Side by side | BNDW | BNDI | DRAI | HNDL |
|---|---|---|---|---|
| Strategy | Bonds & Cash · International | Bonds & Cash · Core aggregate | Thematic · AI & semis | US Stock Styles · Large cap |
| Expense ratio | 0.05% | 0.61% | 1.32% | 0.95% |
| Cost per year on $10k | $5 | $61 | $132 | $95 |
| Trailing 12-mo yield | 4.37% | 5.94% | 1.68% | 7.09% |
| Income per year on $10k | $437 | $594 | $168 | $709 |
| YTD | −0.6% | +0.2% | +7.5% | +6.2% |
| 1 year | −1.2% | +0.0% | +6.1% | +5.0% |
| 3 years · per year | +4.7% | +6.0% | — | +13.4% |
| 5 years · per year | +0.1% | — | — | +4.1% |
| Worst drop · 1Y | −4.2% | −4.0% | −9.8% | −4.9% |
| Volatility · 1Y | 3.7% | 4.5% | 14.0% | 7.7% |
| Holdings | 2 | 7 | 0 | 20 |
| Assets | $1.9B | $191M | $21M | $642M |
| Leverage | None | None | None | None |
| Since | 2018 | 2022 | 2024 | 2018 |
Highlighted = best in the row. Returns include dividends.