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FIW and DRES share 12.0% of their holdings.
| Side by side | FIW | DRES | EPAI |
|---|---|---|---|
| Strategy | Unsorted | Unsorted | Thematic · AI & semis |
| Expense ratio | 0.50% | 0.50% | 0.88% |
| Cost per year on $10k | $50 | $50 | $88 |
| Trailing 12-mo yield | 0.71% | 0.66% | 0.00% |
| Income per year on $10k | $71 | $66 | $0 |
| YTD | +3.8% | +21.3% | +29.9% |
| 1 year | −0.6% | +22.4% | — |
| 3 years · per year | +13.2% | — | — |
| 5 years · per year | +5.4% | — | — |
| Worst drop · 1Y | −13.8% | −11.9% | — |
| Volatility · 1Y | 16.1% | 17.1% | — |
| Holdings | 36 | 0 | 0 |
| Assets | $1.8B | $147M | $5M |
| Leverage | None | None | None |
| Since | 2007 | 2025 | 2025 |
Highlighted = best in the row. Returns include dividends.