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IFRA and VOT share 8.3% of their holdings.
| Side by side | GRID | IFRA | VOT |
|---|---|---|---|
| Strategy | Thematic · Infrastructure | Thematic · Infrastructure | US Stock Styles · Mid cap |
| Expense ratio | 0.56% | 0.30% | 0.05% |
| Cost per year on $10k | $56 | $30 | $5 |
| Trailing 12-mo yield | 0.94% | 1.73% | 0.62% |
| Income per year on $10k | $94 | $173 | $62 |
| YTD | +8.1% | +12.8% | +3.1% |
| 1 year | +5.5% | +13.4% | −0.4% |
| 3 years · per year | +25.4% | +21.0% | +17.1% |
| 5 years · per year | +12.0% | +12.0% | +3.0% |
| Worst drop · 1Y | −18.1% | −13.7% | −14.2% |
| Volatility · 1Y | 25.0% | 15.1% | 18.0% |
| Holdings | 122 | 161 | 133 |
| Assets | $11.1B | $4.1B | $33.2B |
| Leverage | None | None | None |
| Since | 2009 | 2018 | 2006 |
Highlighted = best in the row. Returns include dividends.