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SSFI and FISR share 65.9% of their holdings.
| Side by side | SSFI | FISR |
|---|---|---|
| Strategy | Bonds & Cash · Other bonds | Bonds & Cash · Other bonds |
| Expense ratio | 0.76% | 0.50% |
| Cost per year on $10k | $76 | $50 |
| Trailing 12-mo yield | 3.89% | 4.35% |
| Income per year on $10k | $389 | $435 |
| YTD | −1.4% | −1.0% |
| 1 year | −1.9% | −1.6% |
| 3 years · per year | +4.3% | +4.7% |
| 5 years · per year | −0.4% | −1.0% |
| Worst drop · 1Y | −4.8% | −5.0% |
| Volatility · 1Y | 4.0% | 4.6% |
| Holdings | 0 | 10,219 |
| Assets | $29M | $640M |
| Leverage | None | None |
| Since | 2021 | 2019 |
Highlighted = best in the row. Returns include dividends.