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FIW and EPSV share 4.1% of their holdings.
| Side by side | FIW | EPSV |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Mid cap |
| Expense ratio | 0.50% | 0.88% |
| Cost per year on $10k | $50 | $88 |
| Trailing 12-mo yield | 0.68% | 2.32% |
| Income per year on $10k | $68 | $232 |
| YTD | +7.3% | +23.9% |
| 1 year | +5.1% | +28.5% |
| 3 years · per year | +14.8% | — |
| 5 years · per year | +5.9% | — |
| Worst drop · 1Y | −13.8% | −9.8% |
| Volatility · 1Y | 16.3% | 17.1% |
| Holdings | 36 | 60 |
| Assets | $1.8B | $6M |
| Leverage | None | None |
| Since | 2007 | 2025 |
Highlighted = best in the row. Returns include dividends.