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IAI and GENZ share 20.1% of their holdings.
| Side by side | IAI | GENZ |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Unsorted |
| Expense ratio | 0.37% | 0.51% |
| Cost per year on $10k | $37 | $51 |
| Trailing 12-mo yield | 1.18% | 3.71% |
| Income per year on $10k | $118 | $371 |
| YTD | +1.5% | −10.0% |
| 1 year | +3.1% | −10.2% |
| 3 years · per year | +29.1% | +1.0% |
| 5 years · per year | +11.6% | −4.5% |
| Worst drop · 1Y | −16.5% | −18.4% |
| Volatility · 1Y | 20.6% | 22.0% |
| Holdings | 35 | 38 |
| Assets | $1.3B | $16M |
| Leverage | None | None |
| Since | 2006 | 2008 |
Highlighted = best in the row. Returns include dividends.