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INFL and ABEQ share 5.1% of their holdings.
| Side by side | INFL | ABEQ |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Value |
| Expense ratio | 0.85% | 1.13% |
| Cost per year on $10k | $85 | $113 |
| Trailing 12-mo yield | 0.78% | 1.15% |
| Income per year on $10k | $78 | $115 |
| YTD | +16.3% | +9.7% |
| 1 year | +18.2% | +13.4% |
| 3 years · per year | +21.4% | +14.5% |
| 5 years · per year | +12.0% | +8.7% |
| Worst drop · 1Y | −12.2% | −7.9% |
| Volatility · 1Y | 16.8% | 9.2% |
| Holdings | 50 | 23 |
| Assets | $1.6B | $148M |
| Leverage | None | None |
| Since | 2021 | 2020 |
Highlighted = best in the row. Returns include dividends.