Loading…
HBMX and YRAM share 26.5% of their holdings.
| Side by side | IWC | HBMX | YRAM |
|---|---|---|---|
| Strategy | Unsorted | Thematic · AI & semis | Income · Premium income |
| Expense ratio | 0.60% | 0.95% | 1.01% |
| Cost per year on $10k | $60 | $95 | $101 |
| Trailing 12-mo yield | 1.10% | 0.00% | 6.61% |
| Income per year on $10k | $110 | $0 | $661 |
| YTD | +12.6% | — | — |
| 1 year | +14.9% | — | — |
| 3 years · per year | +25.6% | — | — |
| 5 years · per year | +4.8% | — | — |
| Worst drop · 1Y | −13.5% | — | — |
| Volatility · 1Y | 23.1% | — | — |
| Holdings | 1,364 | 26 | 0 |
| Assets | $1.2B | $19M | $6M |
| Leverage | None | None | None |
| Since | 2005 | 2026 | 2026 |
Highlighted = best in the row. Returns include dividends.