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AKRE and IAI share 5.0% of their holdings.
| Side by side | AKRE | IAI |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Large cap |
| Expense ratio | 0.98% | 0.37% |
| Cost per year on $10k | $98 | $37 |
| Trailing 12-mo yield | 0.00% | 1.18% |
| Income per year on $10k | $0 | $118 |
| YTD | −10.6% | +1.5% |
| 1 year | −13.0% | +3.1% |
| 3 years · per year | — | +29.1% |
| 5 years · per year | — | +11.6% |
| Worst drop · 1Y | −23.8% | −16.5% |
| Volatility · 1Y | 21.9% | 20.6% |
| Holdings | 0 | 35 |
| Assets | $4.8B | $1.3B |
| Leverage | None | None |
| Since | 2009 | 2006 |
Highlighted = best in the row. Returns include dividends.