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WEEL and VEGA share 2.2% of their holdings.
| Side by side | WEEL | VEGA |
|---|---|---|
| Strategy | Income · Dividend stocks | International · Global |
| Expense ratio | 1.24% | 1.23% |
| Cost per year on $10k | $124 | $123 |
| Trailing 12-mo yield | 13.02% | 1.26% |
| Income per year on $10k | $1,302 | $126 |
| YTD | +6.9% | +6.5% |
| 1 year | +9.4% | +7.3% |
| 3 years · per year | — | +15.6% |
| 5 years · per year | — | +6.2% |
| Worst drop · 1Y | −5.7% | −6.9% |
| Volatility · 1Y | 10.2% | 10.0% |
| Holdings | 0 | 13 |
| Assets | $50M | $93M |
| Leverage | None | None |
| Since | 2024 | 2012 |
Highlighted = best in the row. Returns include dividends.