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| Side by side | HERD |
|---|---|
| Strategy | Unsorted |
| Expense ratio | 0.15% |
| Cost per year on $10k | $15 |
| Trailing 12-mo yield | 3.37% |
| Income per year on $10k | $337 |
| YTD | +18.9% |
| 1 year | +23.1% |
| 3 years · per year | +18.0% |
| 5 years · per year | +11.0% |
| Worst drop · 1Y | −6.7% |
| Volatility · 1Y | 11.7% |
| Holdings | 7 |
| Assets | $104M |
| Leverage | None |
| Since | 2019 |
Highlighted = best in the row. Returns include dividends.