Loading…
LRGE and IWF share 44.5% of their holdings.
| Side by side | LRGE | IWF |
|---|---|---|
| Strategy | US Stock Styles · Growth | US Stock Styles · Growth |
| Expense ratio | 0.48% | 0.18% |
| Cost per year on $10k | $48 | $18 |
| Trailing 12-mo yield | 0.12% | 0.37% |
| Income per year on $10k | $12 | $37 |
| YTD | +2.7% | −1.5% |
| 1 year | −0.4% | −3.6% |
| 3 years · per year | +19.2% | +22.4% |
| 5 years · per year | +8.0% | +10.3% |
| Worst drop · 1Y | −15.9% | −15.6% |
| Volatility · 1Y | 18.5% | 18.2% |
| Holdings | 32 | 373 |
| Assets | $364M | $119B |
| Leverage | None | None |
| Since | 2017 | 2000 |
Highlighted = best in the row. Returns include dividends.