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BUCK and SBAR share 88.4% of their holdings.
| Side by side | BUCK | SBAR | HIGH | CDX |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | Income · Dividend stocks | Bonds & Cash · High yield |
| Expense ratio | 0.35% | 0.75% | 0.50% | 0.50% |
| Cost per year on $10k | $35 | $75 | $50 | $50 |
| Trailing 12-mo yield | 6.90% | 12.27% | 6.25% | 8.23% |
| Income per year on $10k | $690 | $1,227 | $625 | $823 |
| YTD | +2.3% | +5.3% | −2.0% | −4.1% |
| 1 year | +2.8% | +7.2% | −6.2% | −4.9% |
| 3 years · per year | +4.7% | — | +1.5% | +6.5% |
| 5 years · per year | — | — | — | — |
| Worst drop · 1Y | −1.6% | −5.3% | −7.1% | −5.4% |
| Volatility · 1Y | 2.6% | 8.3% | 7.6% | 6.2% |
| Holdings | 9 | 5 | 38 | 235 |
| Assets | $515M | $443M | $56M | $305M |
| Leverage | None | None | None | None |
| Since | 2022 | 2025 | 2022 | 2022 |
Highlighted = best in the row. Returns include dividends.