Loading…
MGK and IWF share 72.2% of their holdings.
| Side by side | MGK | IWF |
|---|---|---|
| Strategy | US Stock Styles · Growth | US Stock Styles · Growth |
| Expense ratio | 0.05% | 0.18% |
| Cost per year on $10k | $5 | $18 |
| Trailing 12-mo yield | 0.35% | 0.37% |
| Income per year on $10k | $35 | $37 |
| YTD | +4.0% | −1.5% |
| 1 year | +2.5% | −3.6% |
| 3 years · per year | +25.6% | +22.4% |
| 5 years · per year | +12.0% | +10.3% |
| Worst drop · 1Y | −16.3% | −15.6% |
| Volatility · 1Y | 18.7% | 18.2% |
| Holdings | 69 | 373 |
| Assets | $35.0B | $119B |
| Leverage | None | None |
| Since | 2007 | 2000 |
Highlighted = best in the row. Returns include dividends.