Loading…
FIW and PHO share 75.2% of their holdings.
| Side by side | FIW | PHO | FTC |
|---|---|---|---|
| Strategy | Unsorted | Unsorted | US Stock Styles · Growth |
| Expense ratio | 0.50% | 0.59% | 0.58% |
| Cost per year on $10k | $50 | $59 | $58 |
| Trailing 12-mo yield | 0.71% | 0.50% | 0.12% |
| Income per year on $10k | $71 | $50 | $12 |
| YTD | +3.8% | +5.4% | +9.9% |
| 1 year | −0.6% | +1.9% | +7.3% |
| 3 years · per year | +13.2% | +14.0% | +23.3% |
| 5 years · per year | +5.4% | +5.8% | +8.7% |
| Worst drop · 1Y | −13.8% | −13.8% | −12.4% |
| Volatility · 1Y | 16.1% | 15.8% | 22.2% |
| Holdings | 36 | 41 | 187 |
| Assets | $1.8B | $2.0B | $1.3B |
| Leverage | None | None | None |
| Since | 2007 | 2005 | 2007 |
Highlighted = best in the row. Returns include dividends.