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FIW and PHO share 75.2% of their holdings.
| Side by side | CGW | FIW | PHO |
|---|---|---|---|
| Strategy | International · Global | Unsorted | Unsorted |
| Expense ratio | 0.58% | 0.50% | 0.59% |
| Cost per year on $10k | $58 | $50 | $59 |
| Trailing 12-mo yield | 1.56% | 0.71% | 0.50% |
| Income per year on $10k | $156 | $71 | $50 |
| YTD | +1.4% | +3.8% | +5.4% |
| 1 year | −0.1% | −0.6% | +1.9% |
| 3 years · per year | +14.2% | +13.2% | +14.0% |
| 5 years · per year | +3.6% | +5.4% | +5.8% |
| Worst drop · 1Y | −10.9% | −13.8% | −13.8% |
| Volatility · 1Y | 14.0% | 16.1% | 15.8% |
| Holdings | 73 | 36 | 41 |
| Assets | $1.0B | $1.8B | $2.0B |
| Leverage | None | None | None |
| Since | 2007 | 2007 | 2005 |
Highlighted = best in the row. Returns include dividends.