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IWR and VO share 54.9% of their holdings.
| Side by side | IWR | VO | IJH |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.18% | 0.03% | 0.05% |
| Cost per year on $10k | $18 | $3 | $5 |
| Trailing 12-mo yield | 1.14% | 1.34% | 1.22% |
| Income per year on $10k | $114 | $134 | $122 |
| YTD | +16.9% | +14.6% | +13.3% |
| 1 year | +16.9% | +13.8% | +14.5% |
| 3 years · per year | +20.3% | +19.7% | +17.6% |
| 5 years · per year | +7.5% | +7.1% | +7.4% |
| Worst drop · 1Y | −8.2% | −8.2% | −8.8% |
| Volatility · 1Y | 13.4% | 12.4% | 15.0% |
| Holdings | 823 | 307 | 407 |
| Assets | $58.8B | $217B | $125B |
| Leverage | None | None | None |
| Since | 2001 | 2004 | 2000 |
Highlighted = best in the row. Returns include dividends.