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WISE and EUDV share 2.2% of their holdings.
| Side by side | WISE | EUDV |
|---|---|---|
| Strategy | Thematic · AI & semis | Income · Dividend stocks |
| Expense ratio | 0.35% | 0.55% |
| Cost per year on $10k | $35 | $55 |
| Trailing 12-mo yield | 4.92% | 1.97% |
| Income per year on $10k | $492 | $197 |
| YTD | −16.2% | +7.9% |
| 1 year | −27.0% | +6.0% |
| 3 years · per year | — | +13.0% |
| 5 years · per year | — | +2.6% |
| Worst drop · 1Y | −32.5% | −10.6% |
| Volatility · 1Y | 34.7% | 14.5% |
| Holdings | 42 | 47 |
| Assets | $24M | $8M |
| Leverage | None | None |
| Since | 2023 | 2015 |
Highlighted = best in the row. Returns include dividends.