Loading…
PHO and AQWA share 35.1% of their holdings.
| Side by side | PHO | AQWA |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.59% | 0.50% |
| Cost per year on $10k | $59 | $50 |
| Trailing 12-mo yield | 0.50% | 1.60% |
| Income per year on $10k | $50 | $160 |
| YTD | +5.4% | −0.1% |
| 1 year | +1.9% | −4.6% |
| 3 years · per year | +14.0% | +12.3% |
| 5 years · per year | +5.8% | +3.9% |
| Worst drop · 1Y | −13.8% | −14.0% |
| Volatility · 1Y | 15.8% | 14.8% |
| Holdings | 41 | 40 |
| Assets | $2.0B | $21M |
| Leverage | None | None |
| Since | 2005 | 2021 |
Highlighted = best in the row. Returns include dividends.