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HYLB and HYUP share 2.2% of their holdings.
| Side by side | HYLB | HYDW | HYUP |
|---|---|---|---|
| Strategy | Bonds & Cash · High yield | Bonds & Cash · High yield | Bonds & Cash · High yield |
| Expense ratio | 0.05% | 0.20% | 0.20% |
| Cost per year on $10k | $5 | $20 | $20 |
| Trailing 12-mo yield | 7.33% | 6.05% | 8.59% |
| Income per year on $10k | $733 | $605 | $859 |
| YTD | −0.1% | +1.4% | −1.8% |
| 1 year | +1.2% | +2.6% | −0.6% |
| 3 years · per year | +8.3% | +7.6% | +8.7% |
| 5 years · per year | +3.4% | +3.4% | +3.4% |
| Worst drop · 1Y | −3.1% | −2.2% | −5.2% |
| Volatility · 1Y | 3.9% | 3.0% | 4.5% |
| Holdings | 1,295 | 584 | 720 |
| Assets | $3.3B | $62M | $43M |
| Leverage | None | None | None |
| Since | 2016 | 2018 | 2018 |
Highlighted = best in the row. Returns include dividends.