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EWS and EPP share 16.7% of their holdings.
| Side by side | EWS | EPP | AIA | IHDG |
|---|---|---|---|---|
| Strategy | International · Region & country | International · Region & country | International · Region & country | Income · Dividend stocks |
| Expense ratio | 0.50% | 0.47% | 0.50% | 0.58% |
| Cost per year on $10k | $50 | $47 | $50 | $58 |
| Trailing 12-mo yield | 3.83% | 3.35% | 1.63% | 1.78% |
| Income per year on $10k | $383 | $335 | $163 | $178 |
| YTD | +14.3% | +12.3% | +35.4% | +9.0% |
| 1 year | +11.8% | +10.4% | +34.6% | +12.2% |
| 3 years · per year | +25.8% | +17.1% | +36.8% | +13.3% |
| 5 years · per year | +10.4% | +6.0% | +12.4% | +7.8% |
| Worst drop · 1Y | −10.7% | −8.8% | −16.8% | −10.5% |
| Volatility · 1Y | 15.7% | 15.5% | 32.5% | 14.0% |
| Holdings | 16 | 88 | 53 | 292 |
| Assets | $1.1B | $2.2B | $4.7B | $2.1B |
| Leverage | None | None | None | None |
| Since | 1996 | 2001 | 2007 | 2014 |
Highlighted = best in the row. Returns include dividends.