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IAI and INFL share 9.7% of their holdings.
| Side by side | IAI | INFL | EQTY |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Unsorted | US Stock Styles · Large cap |
| Expense ratio | 0.37% | 0.85% | 0.99% |
| Cost per year on $10k | $37 | $85 | $99 |
| Trailing 12-mo yield | 1.18% | 0.79% | 0.02% |
| Income per year on $10k | $118 | $79 | $2 |
| YTD | +1.2% | +14.3% | +10.0% |
| 1 year | +4.7% | +17.0% | +15.1% |
| 3 years · per year | +28.9% | +20.8% | +20.1% |
| 5 years · per year | +11.2% | +11.4% | — |
| Worst drop · 1Y | −16.5% | −12.2% | −11.9% |
| Volatility · 1Y | 20.5% | 16.8% | 12.8% |
| Holdings | 35 | 50 | 0 |
| Assets | $1.3B | $1.5B | $1.4B |
| Leverage | None | None | None |
| Since | 2006 | 2021 | 2011 |
Highlighted = best in the row. Returns include dividends.