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GENW and AADR share 18.7% of their holdings.
| Side by side | GENW | PBEU | AADR | WBIE |
|---|---|---|---|---|
| Strategy | Income · Dividend stocks | Sectors · Financials | Unsorted | International · Ex-US broad |
| Expense ratio | 0.38% | 0.13% | 1.17% | 0.80% |
| Cost per year on $10k | $38 | $13 | $117 | $80 |
| Trailing 12-mo yield | 2.28% | 0.01% | 1.17% | 0.00% |
| Income per year on $10k | $228 | $1 | $117 | $0 |
| YTD | +12.0% | +7.8% | −4.3% | — |
| 1 year | +18.9% | — | −3.2% | — |
| 3 years · per year | — | — | +20.8% | — |
| 5 years · per year | — | — | +6.1% | — |
| Worst drop · 1Y | −10.3% | — | −19.3% | — |
| Volatility · 1Y | 14.3% | — | 21.2% | — |
| Holdings | 35 | 0 | 37 | 0 |
| Assets | $5M | $416M | $35M | $5M |
| Leverage | None | None | None | None |
| Since | 2025 | 2025 | 2010 | 2026 |
Highlighted = best in the row. Returns include dividends.