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SPGP and IWR share 9.1% of their holdings.
| Side by side | SPGP | IWR |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Mid cap |
| Expense ratio | 0.34% | 0.18% |
| Cost per year on $10k | $34 | $18 |
| Trailing 12-mo yield | 0.77% | 1.15% |
| Income per year on $10k | $77 | $115 |
| YTD | +10.0% | +15.6% |
| 1 year | +11.7% | +17.5% |
| 3 years · per year | +13.9% | +20.5% |
| 5 years · per year | +7.4% | +7.2% |
| Worst drop · 1Y | −11.2% | −8.2% |
| Volatility · 1Y | 15.3% | 13.4% |
| Holdings | 75 | 823 |
| Assets | $2.1B | $58.2B |
| Leverage | None | None |
| Since | 2011 | 2001 |
Highlighted = best in the row. Returns include dividends.