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EQTY and OAKM share 14.0% of their holdings.
| Side by side | IAI | INFL | EQTY | OAKM |
|---|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Unsorted | US Stock Styles · Large cap | US Stock Styles · Large cap |
| Expense ratio | 0.37% | 0.85% | 0.99% | 0.64% |
| Cost per year on $10k | $37 | $85 | $99 | $64 |
| Trailing 12-mo yield | 1.18% | 0.78% | 0.02% | 0.61% |
| Income per year on $10k | $118 | $78 | $2 | $61 |
| YTD | +1.5% | +16.3% | +10.9% | +9.9% |
| 1 year | +3.1% | +18.2% | +13.2% | +15.4% |
| 3 years · per year | +29.1% | +21.4% | +19.2% | — |
| 5 years · per year | +11.6% | +12.0% | — | — |
| Worst drop · 1Y | −16.5% | −12.2% | −11.9% | −8.6% |
| Volatility · 1Y | 20.6% | 16.8% | 12.9% | 13.4% |
| Holdings | 35 | 50 | 0 | 0 |
| Assets | $1.3B | $1.6B | $1.4B | $1.2B |
| Leverage | None | None | None | None |
| Since | 2006 | 2021 | 2011 | 2024 |
Highlighted = best in the row. Returns include dividends.