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ITA and PPA share 70.4% of their holdings.
| Side by side | ITA | PPA | GRW | BCHP |
|---|---|---|---|---|
| Strategy | Thematic · Defense & space | Thematic · Defense & space | US Stock Styles · Growth | Unsorted |
| Expense ratio | 0.37% | 0.58% | 0.75% | 0.58% |
| Cost per year on $10k | $37 | $58 | $75 | $58 |
| Trailing 12-mo yield | 0.26% | 0.41% | 0.00% | 0.00% |
| Income per year on $10k | $26 | $41 | $0 | $0 |
| YTD | +0.1% | +3.9% | +0.7% | −0.1% |
| 1 year | −1.2% | +2.4% | −3.7% | −2.9% |
| 3 years · per year | +26.6% | +26.9% | — | +15.1% |
| 5 years · per year | +15.5% | +17.3% | — | — |
| Worst drop · 1Y | −20.0% | −17.3% | −17.7% | −18.1% |
| Volatility · 1Y | 23.1% | 21.4% | 15.4% | 17.6% |
| Holdings | 50 | 68 | 30 | 23 |
| Assets | $12.5B | $7.7B | $59M | $226M |
| Leverage | None | None | None | None |
| Since | 2006 | 2005 | 2016 | 2023 |
Highlighted = best in the row. Returns include dividends.