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IWP and RWL share 7.9% of their holdings.
| Side by side | PPH | IWP | RWL |
|---|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Mid cap | US Stock Styles · Large cap |
| Expense ratio | 0.36% | 0.23% | 0.39% |
| Cost per year on $10k | $36 | $23 | $39 |
| Trailing 12-mo yield | 1.83% | 0.39% | 1.19% |
| Income per year on $10k | $183 | $39 | $119 |
| YTD | +15.3% | −0.2% | +19.3% |
| 1 year | +30.5% | −4.9% | +21.5% |
| 3 years · per year | +16.8% | +15.8% | +22.6% |
| 5 years · per year | +11.7% | +3.1% | +13.7% |
| Worst drop · 1Y | −10.8% | −13.9% | −6.6% |
| Volatility · 1Y | 18.4% | 18.5% | 9.8% |
| Holdings | 26 | 272 | 503 |
| Assets | $1.0B | $19.2B | $10.4B |
| Leverage | None | None | None |
| Since | 2011 | 2001 | 2008 |
Highlighted = best in the row. Returns include dividends.