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IPAY and SHRY share 7.5% of their holdings.
| Side by side | IPAY | SHRY |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.75% | 0.60% |
| Cost per year on $10k | $75 | $60 |
| Trailing 12-mo yield | 0.82% | 1.52% |
| Income per year on $10k | $82 | $152 |
| YTD | −3.6% | +17.5% |
| 1 year | −6.0% | +19.5% |
| 3 years · per year | +12.5% | +19.9% |
| 5 years · per year | −6.1% | +9.4% |
| Worst drop · 1Y | −23.1% | −7.6% |
| Volatility · 1Y | 24.8% | 12.9% |
| Holdings | 41 | 50 |
| Assets | $147M | $17M |
| Leverage | None | None |
| Since | 2015 | 2017 |
Highlighted = best in the row. Returns include dividends.