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IWC and SGRW share 4.2% of their holdings.
| Side by side | IWC | SGRW |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Small cap |
| Expense ratio | 0.60% | 0.80% |
| Cost per year on $10k | $60 | $80 |
| Trailing 12-mo yield | 1.06% | 0.00% |
| Income per year on $10k | $106 | $0 |
| YTD | +16.5% | — |
| 1 year | +17.1% | — |
| 3 years · per year | +26.6% | — |
| 5 years · per year | +5.6% | — |
| Worst drop · 1Y | −13.5% | — |
| Volatility · 1Y | 22.9% | — |
| Holdings | 1,364 | 0 |
| Assets | $1.3B | $28M |
| Leverage | None | None |
| Since | 2005 | 2026 |
Highlighted = best in the row. Returns include dividends.