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IPAY and FINX share 45.0% of their holdings.
| Side by side | IPAY | FINX |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.75% | 0.68% |
| Cost per year on $10k | $75 | $68 |
| Trailing 12-mo yield | 0.84% | 0.88% |
| Income per year on $10k | $84 | $88 |
| YTD | −6.0% | −17.5% |
| 1 year | −15.0% | −30.0% |
| 3 years · per year | +9.6% | +8.1% |
| 5 years · per year | −6.6% | −13.0% |
| Worst drop · 1Y | −28.0% | −35.9% |
| Volatility · 1Y | 25.3% | 31.2% |
| Holdings | 41 | 79 |
| Assets | $138M | $154M |
| Leverage | None | None |
| Since | 2015 | 2016 |
Highlighted = best in the row. Returns include dividends.