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IWC and FFTY share 1.7% of their holdings.
| Side by side | IWC | FFTY |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.60% | 0.80% |
| Cost per year on $10k | $60 | $80 |
| Trailing 12-mo yield | 1.10% | 1.51% |
| Income per year on $10k | $110 | $151 |
| YTD | +12.6% | −10.5% |
| 1 year | +14.9% | −21.6% |
| 3 years · per year | +25.6% | +15.3% |
| 5 years · per year | +4.8% | −8.0% |
| Worst drop · 1Y | −13.5% | −29.1% |
| Volatility · 1Y | 23.1% | 35.5% |
| Holdings | 1,364 | 52 |
| Assets | $1.2B | $57M |
| Leverage | None | None |
| Since | 2005 | 2015 |
Highlighted = best in the row. Returns include dividends.