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IYF and LBO share 7.0% of their holdings.
| Side by side | IYF | LBO |
|---|---|---|
| Strategy | Sectors · Financials | Unsorted |
| Expense ratio | 0.37% | 6.53% |
| Cost per year on $10k | $37 | $653 |
| Trailing 12-mo yield | 1.47% | 6.27% |
| Income per year on $10k | $147 | $627 |
| YTD | +3.7% | −9.7% |
| 1 year | +9.1% | −7.2% |
| 3 years · per year | +24.2% | — |
| 5 years · per year | +10.0% | — |
| Worst drop · 1Y | −13.9% | −25.1% |
| Volatility · 1Y | 14.4% | 23.3% |
| Holdings | 143 | 0 |
| Assets | $3.8B | $7M |
| Leverage | None | None |
| Since | 2000 | 2023 |
Highlighted = best in the row. Returns include dividends.