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ITB and ICAP share 10.1% of their holdings.
| Side by side | ITB | ICAP |
|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Dividend stocks |
| Expense ratio | 0.37% | 2.47% |
| Cost per year on $10k | $37 | $247 |
| Trailing 12-mo yield | 1.30% | 11.65% |
| Income per year on $10k | $130 | $1,165 |
| YTD | +1.9% | −0.7% |
| 1 year | −1.9% | +5.3% |
| 3 years · per year | +11.6% | +16.8% |
| 5 years · per year | +7.2% | — |
| Worst drop · 1Y | −25.7% | −12.6% |
| Volatility · 1Y | 30.2% | 15.5% |
| Holdings | 42 | 10 |
| Assets | $2.5B | $110M |
| Leverage | None | None |
| Since | 2006 | 2021 |
Highlighted = best in the row. Returns include dividends.