Loading…
PHO and FIW share 75.2% of their holdings.
| Side by side | PHO | FIW | PIO |
|---|---|---|---|
| Strategy | Unsorted | Unsorted | International · Global |
| Expense ratio | 0.59% | 0.50% | 0.75% |
| Cost per year on $10k | $59 | $50 | $75 |
| Trailing 12-mo yield | 0.49% | 0.68% | 0.87% |
| Income per year on $10k | $49 | $68 | $87 |
| YTD | +8.8% | +7.3% | +2.6% |
| 1 year | +7.4% | +5.1% | +1.1% |
| 3 years · per year | +15.5% | +14.8% | +13.5% |
| 5 years · per year | +6.3% | +5.9% | +2.6% |
| Worst drop · 1Y | −13.8% | −13.8% | −13.1% |
| Volatility · 1Y | 16.1% | 16.3% | 16.1% |
| Holdings | 41 | 36 | 41 |
| Assets | $2.1B | $1.8B | $266M |
| Leverage | None | None | None |
| Since | 2005 | 2007 | 2007 |
Highlighted = best in the row. Returns include dividends.