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IAI and FDIQ share 37.5% of their holdings.
| Side by side | IAI | FDIQ | KMID |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Sectors · Financials | US Stock Styles · Mid cap |
| Expense ratio | 0.37% | 0.35% | 0.80% |
| Cost per year on $10k | $37 | $35 | $80 |
| Trailing 12-mo yield | 1.18% | 2.01% | 0.12% |
| Income per year on $10k | $118 | $201 | $12 |
| YTD | +1.5% | — | +1.1% |
| 1 year | +3.1% | — | +0.0% |
| 3 years · per year | +29.1% | — | — |
| 5 years · per year | +11.6% | — | — |
| Worst drop · 1Y | −16.5% | — | −10.7% |
| Volatility · 1Y | 20.6% | — | 14.7% |
| Holdings | 35 | 32 | 217 |
| Assets | $1.3B | $42M | $52M |
| Leverage | None | None | None |
| Since | 2006 | 2011 | 2024 |
Highlighted = best in the row. Returns include dividends.