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FBCG and IWF share 65.8% of their holdings.
| Side by side | FBCG | IWF |
|---|---|---|
| Strategy | US Stock Styles · Growth | US Stock Styles · Growth |
| Expense ratio | 0.57% | 0.18% |
| Cost per year on $10k | $57 | $18 |
| Trailing 12-mo yield | 0.03% | 0.36% |
| Income per year on $10k | $3 | $36 |
| YTD | +10.1% | +2.6% |
| 1 year | +8.1% | −0.7% |
| 3 years · per year | +27.7% | +22.4% |
| 5 years · per year | +11.9% | +11.3% |
| Worst drop · 1Y | −15.2% | −16.3% |
| Volatility · 1Y | 20.8% | 18.0% |
| Holdings | 35 | 373 |
| Assets | $7.6B | $124B |
| Leverage | None | None |
| Since | 2020 | 2000 |
Highlighted = best in the row. Returns include dividends.