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IAT and FTXO share 52.3% of their holdings.
| Side by side | IAT | FTXO | TMVE |
|---|---|---|---|
| Strategy | Sectors · Financials | Sectors · Financials | US Stock Styles · Mid cap |
| Expense ratio | 0.37% | 0.60% | 0.55% |
| Cost per year on $10k | $37 | $60 | $55 |
| Trailing 12-mo yield | 2.71% | 1.91% | 0.10% |
| Income per year on $10k | $271 | $191 | $10 |
| YTD | +12.0% | +8.2% | +18.8% |
| 1 year | +25.6% | +18.9% | — |
| 3 years · per year | +28.9% | +30.8% | — |
| 5 years · per year | +1.8% | +5.7% | — |
| Worst drop · 1Y | −17.5% | −16.7% | — |
| Volatility · 1Y | 20.5% | 19.6% | — |
| Holdings | 30 | 50 | 85 |
| Assets | $643M | $247M | $290M |
| Leverage | None | None | None |
| Since | 2006 | 2016 | 2020 |
Highlighted = best in the row. Returns include dividends.