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ITB and HOMZ share 36.9% of their holdings.
| Side by side | ITB | ICAP | HOMZ |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Dividend stocks | Unsorted |
| Expense ratio | 0.37% | 2.47% | 0.30% |
| Cost per year on $10k | $37 | $247 | $30 |
| Trailing 12-mo yield | 1.30% | 11.65% | 2.81% |
| Income per year on $10k | $130 | $1,165 | $281 |
| YTD | +1.9% | −0.7% | −1.6% |
| 1 year | −1.9% | +5.3% | +0.4% |
| 3 years · per year | +11.6% | +16.8% | +13.0% |
| 5 years · per year | +7.2% | — | +2.8% |
| Worst drop · 1Y | −25.7% | −12.6% | −18.7% |
| Volatility · 1Y | 30.2% | 15.5% | 20.2% |
| Holdings | 42 | 10 | 102 |
| Assets | $2.5B | $110M | $33M |
| Leverage | None | None | None |
| Since | 2006 | 2021 | 2019 |
Highlighted = best in the row. Returns include dividends.