Loading…
IWC and ETHO share 4.3% of their holdings.
| Side by side | IWC | ETHO |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Large cap |
| Expense ratio | 0.60% | 0.45% |
| Cost per year on $10k | $60 | $45 |
| Trailing 12-mo yield | 1.06% | 0.69% |
| Income per year on $10k | $106 | $69 |
| YTD | +16.5% | +24.3% |
| 1 year | +17.1% | +25.8% |
| 3 years · per year | +26.6% | +20.2% |
| 5 years · per year | +5.6% | +6.2% |
| Worst drop · 1Y | −13.5% | −9.3% |
| Volatility · 1Y | 22.9% | 16.8% |
| Holdings | 1,364 | 283 |
| Assets | $1.3B | $199M |
| Leverage | None | None |
| Since | 2005 | 2015 |
Highlighted = best in the row. Returns include dividends.