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SBAR and CDX share 72.7% of their holdings.
| Side by side | SBAR | CDX |
|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · High yield |
| Expense ratio | 0.75% | 0.50% |
| Cost per year on $10k | $75 | $50 |
| Trailing 12-mo yield |
| 12.41% |
| 8.30% |
| Income per year on $10k | $1,241 | $830 |
| YTD | +4.1% | −4.9% |
| 1 year | +6.6% | −5.3% |
| 3 years · per year | — | +6.3% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −5.3% | −5.8% |
| Volatility · 1Y | 8.3% | 6.3% |
| Holdings | 5 | 235 |
| Assets | $440M | $304M |
| Leverage | None | None |
| Since | 2025 | 2022 |
Highlighted = best in the row. Returns include dividends.