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IBAT and MXI share 17.7% of their holdings.
| Side by side | IBAT | MXI | JIG |
|---|---|---|---|
| Strategy | Sectors · Energy | Sectors · Materials | International · Ex-US broad |
| Expense ratio | 0.47% | 0.37% | 0.55% |
| Cost per year on $10k | $47 | $37 | $55 |
| Trailing 12-mo yield | 0.85% | 1.70% | 2.07% |
| Income per year on $10k | $85 | $170 | $207 |
| YTD | +25.7% | +13.0% | +8.7% |
| 1 year | +14.2% | +21.3% | +6.2% |
| 3 years · per year | — | +15.9% | +17.8% |
| 5 years · per year | — | +7.2% | +1.6% |
| Worst drop · 1Y | −25.9% | −16.2% | −12.9% |
| Volatility · 1Y | 32.1% | 22.1% | 22.1% |
| Holdings | 82 | 92 | 86 |
| Assets | $54M | $399M | $526M |
| Leverage | None | None | None |
| Since | 2024 | 2006 | 2020 |
Highlighted = best in the row. Returns include dividends.