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| Side by side | IWFG |
|---|---|
| Strategy | US Stock Styles · Growth |
| Expense ratio | 0.75% |
| Cost per year on $10k | $75 |
| Trailing 12-mo yield | 0.00% |
| Income per year on $10k | $0 |
| YTD |
| −4.1% |
| 1 year | −7.0% |
| 3 years · per year | +21.7% |
| 5 years · per year | — |
| Worst drop · 1Y | −19.2% |
| Volatility · 1Y | 19.2% |
| Holdings | 26 |
| Assets | $64M |
| Leverage | None |
| Since | 2022 |
Highlighted = best in the row. Returns include dividends.