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FINX and IPAY share 45.0% of their holdings.
| Side by side | FTA | FINX | IPAY |
|---|---|---|---|
| Strategy | US Stock Styles · Value | Unsorted | Unsorted |
| Expense ratio | 0.58% | 0.68% | 0.75% |
| Cost per year on $10k | $58 | $68 | $75 |
| Trailing 12-mo yield | 1.67% | 0.89% | 0.82% |
| Income per year on $10k | $167 | $89 | $82 |
| YTD | +23.3% | −18.1% | −3.6% |
| 1 year | +29.8% | −25.8% | −6.0% |
| 3 years · per year | +21.2% | +9.6% | +12.5% |
| 5 years · per year | +11.2% | −13.3% | −6.1% |
| Worst drop · 1Y | −8.1% | −32.7% | −23.1% |
| Volatility · 1Y | 11.3% | 30.9% | 24.8% |
| Holdings | 187 | 79 | 41 |
| Assets | $1.5B | $149M | $147M |
| Leverage | None | None | None |
| Since | 2007 | 2016 | 2015 |
Highlighted = best in the row. Returns include dividends.