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RSPC and PEJ share 4.9% of their holdings.
| Side by side | HYLB | BHYB | RSPC | PEJ |
|---|---|---|---|---|
| Strategy | Bonds & Cash · High yield | Bonds & Cash · High yield | US Stock Styles · Equal weight | Unsorted |
| Expense ratio | 0.05% | 0.20% | 0.40% | 0.58% |
| Cost per year on $10k | $5 | $20 | $40 | $58 |
| Trailing 12-mo yield | 6.71% | 6.37% | 1.19% | 0.50% |
| Income per year on $10k | $671 | $637 | $119 | $50 |
| YTD | +0.8% | +1.3% | −13.5% | +9.7% |
| 1 year | +1.7% | +2.2% | −12.7% | +14.2% |
| 3 years · per year | +8.6% | — | +10.2% | +23.5% |
| 5 years · per year | +3.6% | — | −1.3% | +5.8% |
| Worst drop · 1Y | −2.9% | −2.7% | −14.4% | −10.8% |
| Volatility · 1Y | 3.8% | 3.4% | 15.1% | 18.5% |
| Holdings | 1,270 | 1,484 | 25 | 32 |
| Assets | $3.3B | $3.1B | $52M | $354M |
| Leverage | None | None | None | None |
| Since | 2016 | 2023 | 2018 | 2005 |
Highlighted = best in the row. Returns include dividends.