Loading…
EQAL and EQWL share 10.5% of their holdings.
| Side by side | EQAL | EQWL |
|---|---|---|
| Strategy | US Stock Styles · Equal weight | US Stock Styles · Equal weight |
| Expense ratio | 0.20% | 0.30% |
| Cost per year on $10k | $20 | $30 |
| Trailing 12-mo yield | 1.70% | 1.54% |
| Income per year on $10k | $170 | $154 |
| YTD | +14.8% | +14.6% |
| 1 year | +15.8% | +15.7% |
| 3 years · per year | +17.9% | +22.3% |
| 5 years · per year | +6.7% | +12.0% |
| Worst drop · 1Y | −7.0% | −7.8% |
| Volatility · 1Y | 11.7% | 10.6% |
| Holdings | 1,012 | 102 |
| Assets | $819M | $2.9B |
| Leverage | None | None |
| Since | 2014 | 2006 |
Highlighted = best in the row. Returns include dividends.