Loading…
IAT and PEX share 3.6% of their holdings.
| Side by side | IAT | PEX |
|---|---|---|
| Strategy | Sectors · Financials | International · Global |
| Expense ratio | 0.37% | 2.75% |
| Cost per year on $10k | $37 | $275 |
| Trailing 12-mo yield | 2.69% | 5.45% |
| Income per year on $10k | $269 | $545 |
| YTD | +12.4% | −3.7% |
| 1 year | +27.0% | −4.7% |
| 3 years · per year | +28.0% | +9.0% |
| 5 years · per year | +1.6% | −0.3% |
| Worst drop · 1Y | −17.5% | −18.7% |
| Volatility · 1Y | 20.6% | 16.6% |
| Holdings | 30 | 32 |
| Assets | $646M | $11M |
| Leverage | None | None |
| Since | 2006 | 2013 |
Highlighted = best in the row. Returns include dividends.