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IWMI and BLUX share 29.9% of their holdings.
| Side by side | IWMI | BLUX |
|---|---|---|
| Strategy | Income · Dividend stocks | US Stock Styles · Large cap |
| Expense ratio | 0.76% | 0.30% |
| Cost per year on $10k | $76 | $30 |
| Trailing 12-mo yield |
| 14.61% |
| 0.98% |
| Income per year on $10k | $1,461 | $98 |
| YTD | +13.3% | +14.9% |
| 1 year | +14.7% | +15.0% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −9.4% | −9.0% |
| Volatility · 1Y | 14.9% | 13.9% |
| Holdings | 3 | 4 |
| Assets | $1.3B | $627M |
| Leverage | None | None |
| Since | 2024 | 2025 |
Highlighted = best in the row. Returns include dividends.