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FIXD and UCON share 0.2% of their holdings.
| Side by side | FIXD | UCON | SJCP |
|---|---|---|---|
| Strategy | Bonds & Cash · Other bonds | Bonds & Cash · Other bonds | Bonds & Cash · Core aggregate |
| Expense ratio | 0.65% | 0.86% | 0.65% |
| Cost per year on $10k | $65 | $86 | $65 |
| Trailing 12-mo yield | 4.84% | 4.79% | 3.88% |
| Income per year on $10k | $484 | $479 | $388 |
| YTD | −2.1% | −1.4% | +1.2% |
| 1 year | −1.8% | −0.7% | +2.0% |
| 3 years · per year | +5.1% | +5.3% | — |
| 5 years · per year | −0.8% | +2.3% | — |
| Worst drop · 1Y | −5.4% | −3.7% | −2.0% |
| Volatility · 1Y | 4.3% | 3.4% | 2.2% |
| Holdings | 412 | 453 | 0 |
| Assets | $2.8B | $3.1B | $7M |
| Leverage | None | None | None |
| Since | 2017 | 2018 | 2024 |
Highlighted = best in the row. Returns include dividends.