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INFL and NVIR share 22.0% of their holdings.
| Side by side | INFL | NVIR | KONG |
|---|---|---|---|
| Strategy | Unsorted | Sectors · Energy | Unsorted |
| Expense ratio | 0.85% | 0.85% | 0.89% |
| Cost per year on $10k | $85 | $85 | $89 |
| Trailing 12-mo yield | 0.78% | 0.73% | 0.35% |
| Income per year on $10k | $78 | $73 | $35 |
| YTD | +16.3% | +26.0% | +5.5% |
| 1 year | +18.2% | +29.2% | +6.0% |
| 3 years · per year | +21.4% | +17.3% | +9.7% |
| 5 years · per year | +12.0% | — | +5.7% |
| Worst drop · 1Y | −12.2% | −9.1% | −8.5% |
| Volatility · 1Y | 16.8% | 17.4% | 12.0% |
| Holdings | 50 | 43 | 55 |
| Assets | $1.6B | $5M | $22M |
| Leverage | None | None | None |
| Since | 2021 | 2023 | 2021 |
Highlighted = best in the row. Returns include dividends.