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IAT and FTXO share 52.3% of their holdings.
| Side by side | IAT | FTXO |
|---|---|---|
| Strategy | Sectors · Financials | Sectors · Financials |
| Expense ratio | 0.37% | 0.60% |
| Cost per year on $10k | $37 | $60 |
| Trailing 12-mo yield | 2.69% | 1.91% |
| Income per year on $10k | $269 | $191 |
| YTD | +12.4% | +8.2% |
| 1 year | +27.0% | +19.7% |
| 3 years · per year | +28.0% | +30.2% |
| 5 years · per year | +1.6% | +5.4% |
| Worst drop · 1Y | −17.5% | −16.7% |
| Volatility · 1Y | 20.6% | 19.7% |
| Holdings | 30 | 50 |
| Assets | $646M | $240M |
| Leverage | None | None |
| Since | 2006 | 2016 |
Highlighted = best in the row. Returns include dividends.