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VIGI and IMTM share 23.1% of their holdings.
| Side by side | VIGI | IMTM |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Factor |
| Expense ratio | 0.07% | 0.30% |
| Cost per year on $10k | $7 | $30 |
| Trailing 12-mo yield | 2.11% | 4.59% |
| Income per year on $10k | $211 | $459 |
| YTD | +10.1% | +6.7% |
| 1 year | +13.5% | +11.3% |
| 3 years · per year | +15.0% | +22.3% |
| 5 years · per year | +5.2% | +8.7% |
| Worst drop · 1Y | −10.6% | −12.8% |
| Volatility · 1Y | 13.1% | 19.5% |
| Holdings | 354 | 298 |
| Assets | $9.2B | $4.2B |
| Leverage | None | None |
| Since | 2016 | 2015 |
Highlighted = best in the row. Returns include dividends.