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EWL and IQLT share 13.7% of their holdings.
| Side by side | EWL | IDV | IQLT |
|---|---|---|---|
| Strategy | International · Region & country | Income · Dividend stocks | US Stock Styles · Factor |
| Expense ratio | 0.50% | 0.50% | 0.30% |
| Cost per year on $10k | $50 | $50 | $30 |
| Trailing 12-mo yield | 1.70% | 5.68% | 2.36% |
| Income per year on $10k | $170 | $568 | $236 |
| YTD | +8.9% | +12.9% | +13.2% |
| 1 year | +16.2% | +20.3% | +15.1% |
| 3 years · per year | +16.9% | +27.1% | +18.4% |
| 5 years · per year | +7.5% | +13.0% | +7.9% |
| Worst drop · 1Y | −13.5% | −8.5% | −10.4% |
| Volatility · 1Y | 16.1% | 13.2% | 15.1% |
| Holdings | 40 | 100 | 291 |
| Assets | $3.0B | $8.3B | $13.8B |
| Leverage | None | None | None |
| Since | 1996 | 2007 | 2015 |
Highlighted = best in the row. Returns include dividends.