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IAT and YALL share 3.9% of their holdings.
| Side by side | IAT | YALL | PEX |
|---|---|---|---|
| Strategy | Sectors · Financials | US Stock Styles · Large cap | International · Global |
| Expense ratio | 0.37% | 0.65% | 2.75% |
| Cost per year on $10k | $37 | $65 | $275 |
| Trailing 12-mo yield | 2.71% | 0.49% | 5.56% |
| Income per year on $10k | $271 | $49 | $556 |
| YTD | +12.0% | +0.0% | −5.6% |
| 1 year | +25.6% | −4.3% | −8.1% |
| 3 years · per year | +28.9% | +20.4% | +7.7% |
| 5 years · per year | +1.8% | — | −0.6% |
| Worst drop · 1Y | −17.5% | −9.3% | −18.9% |
| Volatility · 1Y | 20.5% | 14.0% | 16.5% |
| Holdings | 30 | 41 | 32 |
| Assets | $643M | $78M | $10M |
| Leverage | None | None | None |
| Since | 2006 | 2022 | 2013 |
Highlighted = best in the row. Returns include dividends.