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IWR and YUNG share 3.2% of their holdings.
| Side by side | IWR | YUNG |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Sectors · Consumer |
| Expense ratio | 0.18% | 0.35% |
| Cost per year on $10k | $18 | $35 |
| Trailing 12-mo yield | 1.15% | 0.00% |
| Income per year on $10k | $115 | $0 |
| YTD | +15.6% | — |
| 1 year | +17.5% | — |
| 3 years · per year | +20.5% | — |
| 5 years · per year | +7.2% | — |
| Worst drop · 1Y | −8.2% | — |
| Volatility · 1Y | 13.4% | — |
| Holdings | 823 | 30 |
| Assets | $58.2B | $1M |
| Leverage | None | None |
| Since | 2001 | 2026 |
Highlighted = best in the row. Returns include dividends.