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IAI and GENZ share 20.1% of their holdings.
| Side by side | IAI | LGLV | BLCK | GENZ |
|---|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Low-Cost Core · US large cap | Crypto · Spot bitcoin | Unsorted |
| Expense ratio | 0.37% | 0.12% | 0.35% | 0.51% |
| Cost per year on $10k | $37 | $12 | $35 | $51 |
| Trailing 12-mo yield | 1.18% | 2.06% | 0.00% | 3.71% |
| Income per year on $10k | $118 | $206 | $0 | $371 |
| YTD | +1.5% | +8.8% | — | −10.0% |
| 1 year | +3.1% | +10.1% | — | −10.2% |
| 3 years · per year | +29.1% | +14.8% | — | +1.0% |
| 5 years · per year | +11.6% | +7.9% | — | −4.5% |
| Worst drop · 1Y | −16.5% | −8.2% | — | −18.4% |
| Volatility · 1Y | 20.6% | 10.5% | — | 22.0% |
| Holdings | 35 | 172 | 30 | 38 |
| Assets | $1.3B | $1.2B | $0M | $16M |
| Leverage | None | None | None | None |
| Since | 2006 | 2013 | 2026 | 2008 |
Highlighted = best in the row. Returns include dividends.