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MFSG and IWF share 52.6% of their holdings.
| Side by side | MFSG | IWF |
|---|---|---|
| Strategy | US Stock Styles · Growth | US Stock Styles · Growth |
| Expense ratio | 0.49% | 0.18% |
| Cost per year on $10k | $49 | $18 |
| Trailing 12-mo yield | 0.07% | 0.36% |
| Income per year on $10k | $7 | $36 |
| YTD | +4.5% | +2.6% |
| 1 year | +1.3% | −0.7% |
| 3 years · per year | — | +22.4% |
| 5 years · per year | — | +11.3% |
| Worst drop · 1Y | −16.1% | −16.3% |
| Volatility · 1Y | 18.2% | 18.0% |
| Holdings | 0 | 373 |
| Assets | $407M | $124B |
| Leverage | None | None |
| Since | 2024 | 2000 |
Highlighted = best in the row. Returns include dividends.