Loading…
WCMI and IDVO share 7.7% of their holdings.
| Side by side | PPH | WCMI | IDVO |
|---|---|---|---|
| Strategy | Sectors · Health care | International · Ex-US broad | Income · Covered calls |
| Expense ratio | 0.36% | 0.85% | 0.65% |
| Cost per year on $10k | $36 | $85 | $65 |
| Trailing 12-mo yield | 1.83% | 0.56% | 6.13% |
| Income per year on $10k | $183 | $56 | $613 |
| YTD | +15.3% | +9.8% | +10.4% |
| 1 year | +30.5% | +10.5% | +12.8% |
| 3 years · per year | +16.8% | — | +22.2% |
| 5 years · per year | +11.7% | — | — |
| Worst drop · 1Y | −10.8% | −12.5% | −10.4% |
| Volatility · 1Y | 18.4% | 20.3% | 16.8% |
| Holdings | 26 | 42 | 61 |
| Assets | $1.0B | $2.1B | $1.4B |
| Leverage | None | None | None |
| Since | 2011 | 2020 | 2022 |
Highlighted = best in the row. Returns include dividends.