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IGV and BAI share 7.4% of their holdings.
| Side by side | BMED | IGV | BAI |
|---|---|---|---|
| Strategy | Thematic · Disruptive tech | Thematic · Disruptive tech | Thematic · Disruptive tech |
| Expense ratio | 0.77% | 0.38% | 0.65% |
| Cost per year on $10k | $77 | $38 | $65 |
| Trailing 12-mo yield | 0.22% | 0.02% | 1.57% |
| Income per year on $10k | $22 | $2 | $157 |
| YTD | +19.4% | −3.6% | +13.2% |
| 1 year | +27.7% | −10.6% | +3.7% |
| 3 years · per year | +20.1% | +15.7% | — |
| 5 years · per year | +4.1% | +3.2% | — |
| Worst drop · 1Y | −14.9% | −35.5% | −30.9% |
| Volatility · 1Y | 17.8% | 32.7% | 45.8% |
| Holdings | 57 | 106 | 48 |
| Assets | $14M | $12.8B | $12.2B |
| Leverage | None | None | None |
| Since | 2020 | 2001 | 2024 |
Highlighted = best in the row. Returns include dividends.