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IWO and TMFS share 3.0% of their holdings.
| Side by side | IWO | TMFS |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.24% | 0.85% |
| Cost per year on $10k | $24 | $85 |
| Trailing 12-mo yield | 0.47% | 0.00% |
| Income per year on $10k | $47 | $0 |
| YTD | +11.7% | +0.5% |
| 1 year | +9.0% | +1.1% |
| 3 years · per year | +20.2% | +9.8% |
| 5 years · per year | +4.0% | −2.1% |
| Worst drop · 1Y | −14.9% | −15.7% |
| Volatility · 1Y | 21.8% | 19.0% |
| Holdings | 1,121 | 0 |
| Assets | $14.3B | $53M |
| Leverage | None | None |
| Since | 2000 | 2018 |
Highlighted = best in the row. Returns include dividends.