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EQAL and EQWL share 10.5% of their holdings.
| Side by side | EQAL | EQWL |
|---|---|---|
| Strategy | US Stock Styles · Equal weight | US Stock Styles · Equal weight |
| Expense ratio | 0.20% | 0.30% |
| Cost per year on $10k | $20 | $30 |
| Trailing 12-mo yield | 1.71% | 1.56% |
| Income per year on $10k | $171 | $156 |
| YTD | +14.4% | +13.4% |
| 1 year | +17.6% | +15.7% |
| 3 years · per year | +18.3% | +22.6% |
| 5 years · per year | +6.5% | +11.6% |
| Worst drop · 1Y | −7.0% | −7.8% |
| Volatility · 1Y | 11.6% | 10.7% |
| Holdings | 1,012 | 102 |
| Assets | $820M | $2.8B |
| Leverage | None | None |
| Since | 2014 | 2006 |
Highlighted = best in the row. Returns include dividends.