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BAI and IGM share 31.5% of their holdings.
| Side by side | BAI | IGM |
|---|---|---|
| Strategy | Thematic · Disruptive tech | Thematic · Disruptive tech |
| Expense ratio | 0.65% | 0.37% |
| Cost per year on $10k | $65 | $37 |
| Trailing 12-mo yield | 1.57% | 0.15% |
| Income per year on $10k | $157 | $15 |
| YTD | +13.2% | +15.0% |
| 1 year | +3.7% | +11.2% |
| 3 years · per year | — | +34.8% |
| 5 years · per year | — | +16.3% |
| Worst drop · 1Y | −30.9% | −15.5% |
| Volatility · 1Y | 45.8% | 25.9% |
| Holdings | 48 | 293 |
| Assets | $12.2B | $10.2B |
| Leverage | None | None |
| Since | 2024 | 2001 |
Highlighted = best in the row. Returns include dividends.