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PWB and IWF share 42.8% of their holdings.
| Side by side | PWB | IWF |
|---|---|---|
| Strategy | US Stock Styles · Growth | US Stock Styles · Growth |
| Expense ratio | 0.55% | 0.18% |
| Cost per year on $10k | $55 | $18 |
| Trailing 12-mo yield | 0.00% | 0.37% |
| Income per year on $10k | $0 | $37 |
| YTD | +14.3% | −1.5% |
| 1 year | +12.1% | −3.6% |
| 3 years · per year | +30.5% | +22.4% |
| 5 years · per year | +13.2% | +10.3% |
| Worst drop · 1Y | −13.8% | −15.6% |
| Volatility · 1Y | 25.3% | 18.2% |
| Holdings | 51 | 373 |
| Assets | $2.5B | $119B |
| Leverage | None | None |
| Since | 2005 | 2000 |
Highlighted = best in the row. Returns include dividends.