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GENW and AADR share 22.6% of their holdings.
| Side by side | GENW | PBEU | AADR |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Financials | Unsorted |
| Expense ratio | 0.38% | 0.13% | 1.10% |
| Cost per year on $10k | $38 | $13 | $110 |
| Trailing 12-mo yield | 2.28% | 0.01% | 1.21% |
| Income per year on $10k | $228 | $1 | $121 |
| YTD | +11.9% | +6.7% | −7.6% |
| 1 year | +20.0% | — | −6.0% |
| 3 years · per year | — | — | +19.7% |
| 5 years · per year | — | — | +5.2% |
| Worst drop · 1Y | −10.3% | — | −19.3% |
| Volatility · 1Y | 14.3% | — | 21.3% |
| Holdings | 35 | 0 | 37 |
| Assets | $5M | $407M | $34M |
| Leverage | None | None | None |
| Since | 2025 | 2025 | 2010 |
Highlighted = best in the row. Returns include dividends.