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IAT and CVGD share 3.0% of their holdings.
| Side by side | IAT | CVGD |
|---|---|---|
| Strategy | Sectors · Financials | Income · Dividend stocks |
| Expense ratio | 0.37% | 0.50% |
| Cost per year on $10k | $37 | $50 |
| Trailing 12-mo yield | 2.69% | 0.78% |
| Income per year on $10k | $269 | $78 |
| YTD | +12.4% | — |
| 1 year | +27.0% | — |
| 3 years · per year | +28.0% | — |
| 5 years · per year | +1.6% | — |
| Worst drop · 1Y | −17.5% | — |
| Volatility · 1Y | 20.6% | — |
| Holdings | 30 | 0 |
| Assets | $646M | $143M |
| Leverage | None | None |
| Since | 2006 | 2026 |
Highlighted = best in the row. Returns include dividends.