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IWP and RWL share 7.9% of their holdings.
| Side by side | IWP | RWL |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Large cap |
| Expense ratio | 0.23% | 0.39% |
| Cost per year on $10k | $23 | $39 |
| Trailing 12-mo yield | 0.39% | 1.19% |
| Income per year on $10k | $39 | $119 |
| YTD | −0.2% | +19.3% |
| 1 year | −4.9% | +21.5% |
| 3 years · per year | +15.8% | +22.6% |
| 5 years · per year | +3.1% | +13.7% |
| Worst drop · 1Y | −13.9% | −6.6% |
| Volatility · 1Y | 18.5% | 9.8% |
| Holdings | 272 | 503 |
| Assets | $19.2B | $10.4B |
| Leverage | None | None |
| Since | 2001 | 2008 |
Highlighted = best in the row. Returns include dividends.