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GENW and AADR share 22.6% of their holdings.
| Side by side | GENW | AADR | WBIE |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Unsorted | International · Ex-US broad |
| Expense ratio | 0.38% | 1.10% | 0.80% |
| Cost per year on $10k | $38 | $110 | $80 |
| Trailing 12-mo yield | 2.28% | 1.21% | 0.00% |
| Income per year on $10k | $228 | $121 | $0 |
| YTD | +11.9% | −7.6% | — |
| 1 year | +20.0% | −6.0% | — |
| 3 years · per year | — | +19.7% | — |
| 5 years · per year | — | +5.2% | — |
| Worst drop · 1Y | −10.3% | −19.3% | — |
| Volatility · 1Y | 14.3% | 21.3% | — |
| Holdings | 35 | 37 | 0 |
| Assets | $5M | $34M | $5M |
| Leverage | None | None | None |
| Since | 2025 | 2010 | 2026 |
Highlighted = best in the row. Returns include dividends.