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IBAT and MXI share 17.7% of their holdings.
| Side by side | IBAT | MXI | JIG |
|---|---|---|---|
| Strategy | Sectors · Energy | Sectors · Materials | International · Ex-US broad |
| Expense ratio | 0.47% | 0.37% | 0.55% |
| Cost per year on $10k | $47 | $37 | $55 |
| Trailing 12-mo yield | 0.81% | 1.70% | 2.02% |
| Income per year on $10k | $81 | $170 | $203 |
| YTD | +30.6% | +12.7% | +11.1% |
| 1 year | +18.5% | +19.7% | +7.6% |
| 3 years · per year | — | +15.6% | +18.1% |
| 5 years · per year | — | +7.4% | +2.1% |
| Worst drop · 1Y | −25.9% | −16.2% | −12.9% |
| Volatility · 1Y | 32.1% | 22.0% | 22.0% |
| Holdings | 82 | 91 | 88 |
| Assets | $58M | $400M | $540M |
| Leverage | None | None | None |
| Since | 2024 | 2006 | 2020 |
Highlighted = best in the row. Returns include dividends.