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GENW and HWSM share 1.0% of their holdings.
| Side by side | GENW | HWSM |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Mid cap |
| Expense ratio | 0.38% | 0.55% |
| Cost per year on $10k | $38 | $55 |
| Trailing 12-mo yield | 2.28% | 1.13% |
| Income per year on $10k | $228 | $113 |
| YTD | +12.0% | +17.6% |
| 1 year | +18.9% | +21.0% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −10.3% | −10.2% |
| Volatility · 1Y | 14.3% | 13.9% |
| Holdings | 35 | 0 |
| Assets | $5M | $3M |
| Leverage | None | None |
| Since | 2025 | 2025 |
Highlighted = best in the row. Returns include dividends.