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IWP and QQEW share 11.3% of their holdings.
| Side by side | IWP | QQEW |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Equal weight |
| Expense ratio | 0.23% | 0.55% |
| Cost per year on $10k | $23 | $55 |
| Trailing 12-mo yield | 0.41% | 0.14% |
| Income per year on $10k | $41 | $14 |
| YTD | −4.7% | +5.5% |
| 1 year | −7.0% | +4.7% |
| 3 years · per year | +15.1% | +15.6% |
| 5 years · per year | +2.2% | +5.6% |
| Worst drop · 1Y | −12.8% | −15.6% |
| Volatility · 1Y | 18.8% | 19.7% |
| Holdings | 272 | 50 |
| Assets | $18.3B | $1.8B |
| Leverage | None | None |
| Since | 2001 | 2006 |
Highlighted = best in the row. Returns include dividends.