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PEX and WISE share 5.6% of their holdings.
| Side by side | PEX | WISE |
|---|---|---|
| Strategy | International · Global | Thematic · AI & semis |
| Expense ratio | 2.75% | 0.35% |
| Cost per year on $10k | $275 | $35 |
| Trailing 12-mo yield | 5.56% | 4.92% |
| Income per year on $10k | $556 | $492 |
| YTD | −5.6% | −16.2% |
| 1 year | −8.1% | −27.0% |
| 3 years · per year | +7.7% | — |
| 5 years · per year | −0.6% | — |
| Worst drop · 1Y | −18.9% | −32.5% |
| Volatility · 1Y | 16.5% | 34.7% |
| Holdings | 32 | 42 |
| Assets | $10M | $24M |
| Leverage | None | None |
| Since | 2013 | 2023 |
Highlighted = best in the row. Returns include dividends.