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PBUB and IAT share 24.8% of their holdings.
| Side by side | PBUB | IAT | TMVE |
|---|---|---|---|
| Strategy | Sectors · Financials | Sectors · Financials | US Stock Styles · Mid cap |
| Expense ratio | 0.14% | 0.37% | 0.55% |
| Cost per year on $10k | $14 | $37 | $55 |
| Trailing 12-mo yield | 0.00% | 2.69% | 0.10% |
| Income per year on $10k | $0 | $269 | $10 |
| YTD | — | +12.4% | +18.3% |
| 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 | 0 | 30 | 85 |
| Assets | $1M | $646M | $295M |
| Leverage | None | None | None |
| Since | 2026 | 2006 | 2020 |
Highlighted = best in the row. Returns include dividends.