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IWC and HECO share 0.5% of their holdings.
| Side by side | IWC | HECO |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.60% | 0.90% |
| Cost per year on $10k | $60 | $90 |
| Trailing 12-mo yield | 1.10% | 0.00% |
| Income per year on $10k | $110 | $0 |
| YTD | +12.6% | +18.8% |
| 1 year | +14.9% | +2.2% |
| 3 years · per year | +25.6% | — |
| 5 years · per year | +4.8% | — |
| Worst drop · 1Y | −13.5% | −32.7% |
| Volatility · 1Y | 23.1% | 44.4% |
| Holdings | 1,364 | 61 |
| Assets | $1.2B | $66M |
| Leverage | None | None |
| Since | 2005 | 2024 |
Highlighted = best in the row. Returns include dividends.