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TMAT and IGM share 13.8% of their holdings.
| Side by side | TMAT | IGM |
|---|---|---|
| Strategy | Thematic · Disruptive tech | Thematic · Disruptive tech |
| Expense ratio | 0.79% | 0.37% |
| Cost per year on $10k | $79 | $37 |
| Trailing 12-mo yield | 0.02% | 0.15% |
| Income per year on $10k | $2 | $15 |
| YTD | +7.9% | +16.6% |
| 1 year | −5.4% | +12.6% |
| 3 years · per year | +28.8% | +35.3% |
| 5 years · per year | +3.1% | +16.6% |
| Worst drop · 1Y | −21.4% | −15.5% |
| Volatility · 1Y | 29.0% | 25.9% |
| Holdings | 13 | 293 |
| Assets | $242M | $10.2B |
| Leverage | None | None |
| Since | 2021 | 2001 |
Highlighted = best in the row. Returns include dividends.