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IAK and NLSI share 16.2% of their holdings.
| Side by side | IAK | HWMV | NLSI |
|---|---|---|---|
| Strategy | Sectors · Financials | US Stock Styles · Mid cap | Income · Premium income |
| Expense ratio | 0.37% | 0.94% | 2.89% |
| Cost per year on $10k | $37 | $94 | $289 |
| Trailing 12-mo yield | 2.40% | 0.00% | 4.31% |
| Income per year on $10k | $240 | $0 | $431 |
| YTD | +11.5% | — | +18.9% |
| 1 year | +20.9% | — | — |
| 3 years · per year | +19.2% | — | — |
| 5 years · per year | +14.2% | — | — |
| Worst drop · 1Y | −10.5% | — | — |
| Volatility · 1Y | 16.0% | — | — |
| Holdings | 65 | 72 | 0 |
| Assets | $460M | $8M | $5M |
| Leverage | None | None | None |
| Since | 2006 | 2026 | 2025 |
Highlighted = best in the row. Returns include dividends.