Loading…
FIW and PHO share 75.2% of their holdings.
| Side by side | CGW | FIW | PHO |
|---|---|---|---|
| Strategy | International · Global | Unsorted | Unsorted |
| Expense ratio | 0.58% | 0.50% | 0.59% |
| Cost per year on $10k | $58 | $50 | $59 |
| Trailing 12-mo yield | 1.53% | 0.68% | 0.49% |
| Income per year on $10k | $153 | $68 | $49 |
| YTD | +3.6% | +7.3% | +8.8% |
| 1 year | +3.9% | +5.1% | +7.4% |
| 3 years · per year | +15.4% | +14.8% | +15.5% |
| 5 years · per year | +3.9% | +5.9% | +6.3% |
| Worst drop · 1Y | −10.9% | −13.8% | −13.8% |
| Volatility · 1Y | 14.1% | 16.3% | 16.1% |
| Holdings | 73 | 36 | 41 |
| Assets | $1.0B | $1.8B | $2.1B |
| Leverage | None | None | None |
| Since | 2007 | 2007 | 2005 |
Highlighted = best in the row. Returns include dividends.