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INFL and EQTY share 4.5% of their holdings.
| Side by side | INFL | EQTY |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Large cap |
| Expense ratio | 0.85% | 0.99% |
| Cost per year on $10k | $85 | $99 |
| Trailing 12-mo yield | 0.78% | 0.02% |
| Income per year on $10k | $78 | $2 |
| YTD | +16.3% | +10.9% |
| 1 year | +18.2% | +13.2% |
| 3 years · per year | +21.4% | +19.2% |
| 5 years · per year | +12.0% | — |
| Worst drop · 1Y | −12.2% | −11.9% |
| Volatility · 1Y | 16.8% | 12.9% |
| Holdings | 50 | 0 |
| Assets | $1.6B | $1.4B |
| Leverage | None | None |
| Since | 2021 | 2011 |
Highlighted = best in the row. Returns include dividends.