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VFLO and PKW share 14.5% of their holdings.
| Side by side | IGV | VFLO | PKW |
|---|---|---|---|
| Strategy | Thematic · Disruptive tech | Unsorted | Unsorted |
| Expense ratio | 0.38% | 0.44% | 0.63% |
| Cost per year on $10k | $38 | $44 | $63 |
| Trailing 12-mo yield | 0.02% | 1.07% | 0.64% |
| Income per year on $10k | $2 | $107 | $64 |
| YTD | +2.2% | +38.4% | +13.0% |
| 1 year | −7.5% | +44.0% | +13.4% |
| 3 years · per year | +16.5% | +30.4% | +21.6% |
| 5 years · per year | +4.4% | — | +10.6% |
| Worst drop · 1Y | −36.0% | −8.8% | −7.9% |
| Volatility · 1Y | 32.5% | 15.7% | 13.1% |
| Holdings | 106 | 52 | 286 |
| Assets | $14.2B | $12.4B | $1.8B |
| Leverage | None | None | None |
| Since | 2001 | 2023 | 2006 |
Highlighted = best in the row. Returns include dividends.