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| Side by side | WCPB | BND | AGG |
|---|---|---|---|
| Strategy | Bonds & Cash · Core aggregate | Bonds & Cash · Core aggregate | Bonds & Cash · Core aggregate |
| Expense ratio | 0.45% | 0.03% | 0.03% |
| Cost per year on $10k | $45 | $3 | $3 |
| Trailing 12-mo yield | 4.70% | 4.48% | 4.48% |
| Income per year on $10k | $470 | $448 | $448 |
| YTD | +0.1% | −1.1% | −0.8% |
| 1 year | +0.6% | −0.8% | −0.5% |
| 3 years · per year | — | +5.0% | +5.2% |
| 5 years · per year | — | −0.2% | −0.1% |
| Worst drop · 1Y | −3.9% | −4.8% | −4.6% |
| Volatility · 1Y | 4.2% | 4.0% | 4.1% |
| Holdings | 0 | 346 | 13,426 |
| Assets | $353M | $389B | $140B |
| Leverage | None | None | None |
| Since | 2025 | 2007 | 2003 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.
Holdings unavailable.
Holdings unavailable.