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IAT and YALL share 3.9% of their holdings.
| Side by side | IAT | YALL | PEX |
|---|---|---|---|
| Strategy | Sectors · Financials | US Stock Styles · Large cap | International · Global |
| Expense ratio | 0.37% | 0.65% | 2.75% |
| Cost per year on $10k | $37 | $65 | $275 |
| Trailing 12-mo yield | 2.69% | 0.50% | 5.45% |
| Income per year on $10k | $269 | $50 | $545 |
| YTD | +12.4% | −1.1% | −3.7% |
| 1 year | +27.0% | −3.7% | −4.7% |
| 3 years · per year | +28.0% | +20.7% | +9.0% |
| 5 years · per year | +1.6% | — | −0.3% |
| Worst drop · 1Y | −17.5% | −8.6% | −18.7% |
| Volatility · 1Y | 20.6% | 14.0% | 16.6% |
| Holdings | 30 | 41 | 32 |
| Assets | $646M | $78M | $11M |
| Leverage | None | None | None |
| Since | 2006 | 2022 | 2013 |
Highlighted = best in the row. Returns include dividends.