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| Side by side | OWNS |
|---|---|
| Strategy | Bonds & Cash · Mortgage |
| Expense ratio | 0.68% |
| Cost per year on $10k | $68 |
| Trailing 12-mo yield | 4.28% |
| Income per year on $10k | $428 |
| YTD | −1.0% |
| 1 year | −0.9% |
| 3 years · per year | +5.8% |
| 5 years · per year | +0.1% |
| Worst drop · 1Y | −5.8% |
| Volatility · 1Y | 4.6% |
| Holdings | 10 |
| Assets | $104M |
| Leverage | None |
| Since | 2021 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.