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ITB and ICAP share 10.1% of their holdings.
| Side by side | ITB | ICAP | IINC |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Dividend stocks | Income · Premium income |
| Expense ratio | 0.37% | 2.47% | 0.75% |
| Cost per year on $10k | $37 | $247 | $75 |
| Trailing 12-mo yield | 1.37% | 10.98% | 2.53% |
| Income per year on $10k | $137 | $1,098 | $253 |
| YTD | −3.2% | +3.5% | — |
| 1 year | −10.0% | +7.4% | — |
| 3 years · per year | +9.5% | +18.0% | — |
| 5 years · per year | +6.3% | — | — |
| Worst drop · 1Y | −25.7% | −10.7% | — |
| Volatility · 1Y | 30.0% | 15.3% | — |
| Holdings | 42 | 10 | 0 |
| Assets | $2.4B | $117M | $36M |
| Leverage | None | None | None |
| Since | 2006 | 2021 | 2026 |
Highlighted = best in the row. Returns include dividends.