Loading…
IHDG and DDWM share 31.6% of their holdings.
| Side by side | EWP | IHDG | CGIC | DDWM |
|---|---|---|---|---|
| Strategy | International · Region & country | Income · Dividend stocks | International · Ex-US broad | International · Ex-US broad |
| Expense ratio | 0.50% | 0.58% | 0.54% | 0.40% |
| Cost per year on $10k | $50 | $58 | $54 | $40 |
| Trailing 12-mo yield | 2.92% | 1.78% | 1.86% | 2.55% |
| Income per year on $10k | $292 | $178 | $186 | $255 |
| YTD | +7.5% | +9.0% | +10.2% | +7.9% |
| 1 year | +16.1% | +12.2% | +14.3% | +11.4% |
| 3 years · per year | +33.5% | +13.3% | — | +18.9% |
| 5 years · per year | +19.0% | +7.8% | — | +12.4% |
| Worst drop · 1Y | −11.4% | −10.5% | −11.3% | −10.6% |
| Volatility · 1Y | 19.4% | 14.0% | 17.0% | 13.2% |
| Holdings | 22 | 292 | 169 | 1,414 |
| Assets | $2.0B | $2.1B | $2.6B | $1.4B |
| Leverage | None | None | None | None |
| Since | 1996 | 2014 | 2024 | 2016 |
Highlighted = best in the row. Returns include dividends.