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FIW and PHO share 75.2% of their holdings.
| Side by side | FIW | PHO | BEEZ |
|---|---|---|---|
| Strategy | Unsorted | Unsorted | US Stock Styles · Large cap |
| Expense ratio | 0.50% | 0.59% | 0.64% |
| Cost per year on $10k | $50 | $59 | $64 |
| Trailing 12-mo yield | 0.68% | 0.49% | 0.50% |
| Income per year on $10k | $68 | $49 | $50 |
| YTD | +7.3% | +8.8% | +10.9% |
| 1 year | +5.1% | +7.4% | +10.0% |
| 3 years · per year | +14.8% | +15.5% | — |
| 5 years · per year | +5.9% | +6.3% | — |
| Worst drop · 1Y | −13.8% | −13.8% | −8.4% |
| Volatility · 1Y | 16.3% | 16.1% | 13.5% |
| Holdings | 36 | 41 | 0 |
| Assets | $1.8B | $2.1B | $6M |
| Leverage | None | None | None |
| Since | 2007 | 2005 | 2023 |
Highlighted = best in the row. Returns include dividends.