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IAK and XLF share 9.9% of their holdings.
| Side by side | IAK | XLF |
|---|---|---|
| Strategy | Sectors · Financials | Sectors · Financials |
| Expense ratio | 0.37% | 0.08% |
| Cost per year on $10k | $37 | $8 |
| Trailing 12-mo yield | 2.40% | 1.45% |
| Income per year on $10k | $240 | $145 |
| YTD | +11.5% | +5.2% |
| 1 year | +20.9% | +9.2% |
| 3 years · per year | +19.2% | +22.8% |
| 5 years · per year | +14.2% | +9.1% |
| Worst drop · 1Y | −10.5% | −14.8% |
| Volatility · 1Y | 16.0% | 14.5% |
| Holdings | 65 | 76 |
| Assets | $460M | $53.1B |
| Leverage | None | None |
| Since | 2006 | 1998 |
Highlighted = best in the row. Returns include dividends.