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CWS and NPFE share 12.3% of their holdings.
| Side by side | CWS | NPFE | HAIL |
|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Large cap | US Stock Styles · Large cap |
| Expense ratio | 0.79% | 0.40% | 0.45% |
| Cost per year on $10k | $79 | $40 | $45 |
| Trailing 12-mo yield | 0.31% | 0.29% | 2.11% |
| Income per year on $10k | $31 | $29 | $211 |
| YTD | −1.5% | — | −2.8% |
| 1 year | −2.0% | — | −11.5% |
| 3 years · per year | +11.3% | — | +7.7% |
| 5 years · per year | +7.2% | — | −9.3% |
| Worst drop · 1Y | −11.9% | — | −29.6% |
| Volatility · 1Y | 13.7% | — | 31.8% |
| Holdings | 27 | 0 | 87 |
| Assets | $112M | $662M | $16M |
| Leverage | None | None | None |
| Since | 2016 | 2026 | 2017 |
Highlighted = best in the row. Returns include dividends.