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BAI and IGM share 31.5% of their holdings.
| Side by side | BAI | IGM |
|---|---|---|
| Strategy | Thematic · Disruptive tech | Thematic · Disruptive tech |
| Expense ratio | 0.65% | 0.37% |
| Cost per year on $10k | $65 | $37 |
| Trailing 12-mo yield | 1.40% | 0.14% |
| Income per year on $10k | $140 | $14 |
| YTD | +27.3% | +23.9% |
| 1 year | +16.2% | +19.0% |
| 3 years · per year | — | +35.9% |
| 5 years · per year | — | +17.9% |
| Worst drop · 1Y | −30.9% | −16.4% |
| Volatility · 1Y | 45.1% | 25.3% |
| Holdings | 48 | 293 |
| Assets | $13.2B | $10.9B |
| Leverage | None | None |
| Since | 2024 | 2001 |
Highlighted = best in the row. Returns include dividends.