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CSD and BRHY share 0.1% of their holdings.
| Side by side | CSD | BRHY |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Bonds & Cash · High yield |
| Expense ratio | 0.66% | 0.45% |
| Cost per year on $10k | $66 | $45 |
| Trailing 12-mo yield | 0.12% | 8.42% |
| Income per year on $10k | $12 | $842 |
| YTD | +28.8% | −0.3% |
| 1 year | +34.1% | +1.0% |
| 3 years · per year | +34.8% | — |
| 5 years · per year | +14.9% | — |
| Worst drop · 1Y | −17.1% | −3.7% |
| Volatility · 1Y | 25.0% | 3.6% |
| Holdings | 31 | 875 |
| Assets | $206M | $130M |
| Leverage | None | None |
| Since | 2006 | 2024 |
Highlighted = best in the row. Returns include dividends.