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PHO and FIW share 75.2% of their holdings.
| Side by side | PHO | FIW | TBLU |
|---|---|---|---|
| Strategy | Unsorted | Unsorted | International · Global |
| Expense ratio | 0.59% | 0.50% | 0.40% |
| Cost per year on $10k | $59 | $50 | $40 |
| Trailing 12-mo yield | 0.50% | 0.71% | 3.55% |
| Income per year on $10k | $50 | $71 | $355 |
| YTD | +5.4% | +3.8% | −0.4% |
| 1 year | +1.9% | −0.6% | −3.6% |
| 3 years · per year | +14.0% | +13.2% | +13.3% |
| 5 years · per year | +5.8% | +5.4% | +3.2% |
| Worst drop · 1Y | −13.8% | −13.8% | −13.3% |
| Volatility · 1Y | 15.8% | 16.1% | 15.5% |
| Holdings | 41 | 36 | 23 |
| Assets | $2.0B | $1.8B | $55M |
| Leverage | None | None | None |
| Since | 2005 | 2007 | 2017 |
Highlighted = best in the row. Returns include dividends.