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CGW and AQWA share 58.2% of their holdings.
| Side by side | CGW | PHO | AQWA |
|---|---|---|---|
| Strategy | International · Global | Unsorted | Unsorted |
| Expense ratio | 0.58% | 0.59% | 0.50% |
| Cost per year on $10k | $58 | $59 | $50 |
| Trailing 12-mo yield | 1.53% | 0.49% | 1.57% |
| Income per year on $10k | $153 | $49 | $157 |
| YTD | +3.6% | +8.8% | +1.8% |
| 1 year | +3.9% | +7.4% | −1.4% |
| 3 years · per year | +15.4% | +15.5% | +12.9% |
| 5 years · per year | +3.9% | +6.3% | +4.2% |
| Worst drop · 1Y | −10.9% | −13.8% | −14.0% |
| Volatility · 1Y | 14.1% | 16.1% | 14.9% |
| Holdings | 73 | 41 | 40 |
| Assets | $1.0B | $2.1B | $21M |
| Leverage | None | None | None |
| Since | 2007 | 2005 | 2021 |
Highlighted = best in the row. Returns include dividends.