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WEPN and GMOM share 5.7% of their holdings.
| Side by side | WEPN | GMOM |
|---|---|---|
| Strategy | Income · Dividend stocks | International · Global |
| Expense ratio | 1.11% | 0.95% |
| Cost per year on $10k | $111 | $95 |
| Trailing 12-mo yield | 8.72% | 1.51% |
| Income per year on $10k | $872 | $151 |
| YTD | — | +15.3% |
| 1 year | — | +18.6% |
| 3 years · per year | — | +16.1% |
| 5 years · per year | — | +7.5% |
| Worst drop · 1Y | — | −9.6% |
| Volatility · 1Y | — | 13.9% |
| Holdings | 107 | 14 |
| Assets | $5M | $81M |
| Leverage | None | None |
| Since | 2026 | 2014 |
Highlighted = best in the row. Returns include dividends.