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IBUY and XLY share 14.8% of their holdings.
| Side by side | IBUY | XLY | XLP |
|---|---|---|---|
| Strategy | Sectors · Consumer | Sectors · Consumer | Sectors · Consumer |
| Expense ratio | 0.65% | 0.08% | 0.08% |
| Cost per year on $10k | $65 | $8 | $8 |
| Trailing 12-mo yield | 0.11% | 0.80% | 2.49% |
| Income per year on $10k | $11 | $80 | $249 |
| YTD | −3.9% | −2.1% | +15.7% |
| 1 year | −6.4% | −2.8% | +15.5% |
| 3 years · per year | +18.9% | +15.8% | +12.2% |
| 5 years · per year | −8.8% | +4.6% | +7.3% |
| Worst drop · 1Y | −21.7% | −15.0% | −9.7% |
| Volatility · 1Y | 22.9% | 19.3% | 15.2% |
| Holdings | 83 | 47 | 35 |
| Assets | $127M | $22.5B | $14.8B |
| Leverage | None | None | None |
| Since | 2016 | 1998 | 1998 |
Highlighted = best in the row. Returns include dividends.