Loading…
IVOL and ELM share 10.6% of their holdings.
| Side by side | IVOL | ELM |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 1.02% | 0.24% |
| Cost per year on $10k | $102 | $24 |
| Trailing 12-mo yield | 3.82% | 2.54% |
| Income per year on $10k | $382 | $254 |
| YTD | −8.6% | +6.8% |
| 1 year | −8.1% | +7.9% |
| 3 years · per year | −3.3% | — |
| 5 years · per year | −5.9% | — |
| Worst drop · 1Y | −15.1% | −7.5% |
| Volatility · 1Y | 7.8% | 9.4% |
| Holdings | 8 | 0 |
| Assets | $215M | $593M |
| Leverage | None | None |
| Since | 2019 | 2025 |
Highlighted = best in the row. Returns include dividends.