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IVOL and ELM share 10.6% of their holdings.
| Side by side | IVOL | ELM |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 1.02% | 0.24% |
| Cost per year on $10k | $102 | $24 |
| Trailing 12-mo yield | 3.91% | 2.52% |
| Income per year on $10k | $391 | $252 |
| YTD | −9.8% | +7.4% |
| 1 year | −10.0% | +7.6% |
| 3 years · per year | −3.1% | — |
| 5 years · per year | −6.1% | — |
| Worst drop · 1Y | −15.1% | −7.5% |
| Volatility · 1Y | 7.7% | 9.5% |
| Holdings | 8 | 0 |
| Assets | $214M | $598M |
| Leverage | None | None |
| Since | 2019 | 2025 |
Highlighted = best in the row. Returns include dividends.