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FIW and BEEZ share 12.6% of their holdings.
| Side by side | FIW | BEEZ |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Large cap |
| Expense ratio | 0.50% | 0.64% |
| Cost per year on $10k | $50 | $64 |
| Trailing 12-mo yield | 0.71% | 0.51% |
| Income per year on $10k | $71 | $51 |
| YTD | +3.8% | +9.3% |
| 1 year | −0.6% | +7.1% |
| 3 years · per year | +13.2% | — |
| 5 years · per year | +5.4% | — |
| Worst drop · 1Y | −13.8% | −8.4% |
| Volatility · 1Y | 16.1% | 13.4% |
| Holdings | 36 | 0 |
| Assets | $1.8B | $6M |
| Leverage | None | None |
| Since | 2007 | 2023 |
Highlighted = best in the row. Returns include dividends.