Loading…
HYTR and THLV share 40.0% of their holdings.
| Side by side | HYTR | THLV |
|---|---|---|
| Strategy | Bonds & Cash · High yield | US Stock Styles · Equal weight |
| Expense ratio | 1.00% | 0.64% |
| Cost per year on $10k | $100 | $64 |
| Trailing 12-mo yield | 5.63% | 1.66% |
| Income per year on $10k | $563 | $166 |
| YTD | −0.8% | +6.7% |
| 1 year | −0.0% | +6.6% |
| 3 years · per year | +6.5% | +11.7% |
| 5 years · per year | +1.7% | — |
| Worst drop · 1Y | −2.3% | −6.9% |
| Volatility · 1Y | 3.2% | 10.1% |
| Holdings | 0 | 0 |
| Assets | $296M | $55M |
| Leverage | None | None |
| Since | 2020 | 2022 |
Highlighted = best in the row. Returns include dividends.