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IAI and GENZ share 20.1% of their holdings.
| Side by side | IAI | LGLV | GENZ |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Low-Cost Core · US large cap | Unsorted |
| Expense ratio | 0.37% | 0.12% | 0.51% |
| Cost per year on $10k | $37 | $12 | $51 |
| Trailing 12-mo yield | 1.18% | 2.03% | 3.78% |
| Income per year on $10k | $118 | $203 | $378 |
| YTD | +1.2% | +10.4% | −11.8% |
| 1 year | +4.7% | +12.7% | −9.9% |
| 3 years · per year | +28.9% | +15.5% | +1.6% |
| 5 years · per year | +11.2% | +8.1% | −4.8% |
| Worst drop · 1Y | −16.5% | −8.2% | −18.4% |
| Volatility · 1Y | 20.5% | 10.5% | 22.2% |
| Holdings | 35 | 172 | 38 |
| Assets | $1.3B | $1.2B | $15M |
| Leverage | None | None | None |
| Since | 2006 | 2013 | 2008 |
Highlighted = best in the row. Returns include dividends.