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| Side by side | IBHL |
|---|---|
| Strategy | Bonds & Cash · High yield |
| Expense ratio | 0.35% |
| Cost per year on $10k | $35 |
| Trailing 12-mo yield | 6.41% |
| Income per year on $10k | $641 |
| YTD | +0.3% |
| 1 year | +1.5% |
| 3 years · per year | — |
| 5 years · per year | — |
| Worst drop · 1Y | −3.4% |
| Volatility · 1Y | 4.4% |
| Holdings | 227 |
| Assets | $36M |
| Leverage | None |
| Since | 2025 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.