Loading…
IAI and VOT share 4.7% of their holdings.
| Side by side | IAI | VOT |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Mid cap |
| Expense ratio | 0.37% | 0.05% |
| Cost per year on $10k | $37 | $5 |
| Trailing 12-mo yield | 1.18% | 0.62% |
| Income per year on $10k | $118 | $62 |
| YTD | +1.2% | +3.1% |
| 1 year | +4.7% | −0.4% |
| 3 years · per year | +28.9% | +17.1% |
| 5 years · per year | +11.2% | +3.0% |
| Worst drop · 1Y | −16.5% | −14.2% |
| Volatility · 1Y | 20.5% | 18.0% |
| Holdings | 35 | 133 |
| Assets | $1.3B | $33.2B |
| Leverage | None | None |
| Since | 2006 | 2006 |
Highlighted = best in the row. Returns include dividends.