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VIGI and IMTM share 23.0% of their holdings.
| Side by side | BBCA | VIGI | IMTM |
|---|---|---|---|
| Strategy | International · Region & country | Income · Dividend stocks | US Stock Styles · Factor |
| Expense ratio | 0.19% | 0.07% | 0.30% |
| Cost per year on $10k | $19 | $7 | $30 |
| Trailing 12-mo yield | 1.65% | 2.12% | 4.46% |
| Income per year on $10k | $165 | $212 | $446 |
| YTD | +15.3% | +9.6% | +9.8% |
| 1 year | +22.2% | +10.9% | +13.7% |
| 3 years · per year | +26.4% | +14.4% | +22.8% |
| 5 years · per year | +11.7% | +5.2% | +9.5% |
| Worst drop · 1Y | −8.4% | −10.6% | −12.8% |
| Volatility · 1Y | 14.3% | 13.1% | 19.4% |
| Holdings | 76 | 354 | 298 |
| Assets | $12.1B | $9.2B | $4.3B |
| Leverage | None | None | None |
| Since | 2018 | 2016 | 2015 |
Highlighted = best in the row. Returns include dividends.