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WCMI and FPXI share 5.7% of their holdings.
| Side by side | WCMI | BETZ | FPXI |
|---|---|---|---|
| Strategy | International · Ex-US broad | Unsorted | International · Ex-US broad |
| Expense ratio | 0.85% | 0.75% | 0.70% |
| Cost per year on $10k | $85 | $75 | $70 |
| Trailing 12-mo yield | 0.57% | 5.58% | 1.12% |
| Income per year on $10k | $57 | $558 | $112 |
| YTD | +7.2% | −18.1% | +5.5% |
| 1 year | +8.9% | −15.7% | +2.6% |
| 3 years · per year | — | +8.3% | +20.0% |
| 5 years · per year | — | −9.9% | −0.6% |
| Worst drop · 1Y | −12.5% | −23.5% | −27.9% |
| Volatility · 1Y | 20.4% | 22.2% | 31.2% |
| Holdings | 44 | 42 | 50 |
| Assets | $2.2B | $42M | $199M |
| Leverage | None | None | None |
| Since | 2020 | 2020 | 2014 |
Highlighted = best in the row. Returns include dividends.