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WNDR and YUNG share 31.5% of their holdings.
| Side by side | SPGP | IWR | WNDR | YUNG |
|---|---|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Mid cap | Unsorted | Sectors · Consumer |
| Expense ratio | 0.34% | 0.18% | 0.35% | 0.35% |
| Cost per year on $10k | $34 | $18 | $35 | $35 |
| Trailing 12-mo yield | 0.78% | 1.14% | 0.00% | 0.00% |
| Income per year on $10k | $78 | $114 | $0 | $0 |
| YTD | +8.8% | +16.9% | — | — |
| 1 year | +8.8% | +16.9% | — | — |
| 3 years · per year | +12.9% | +20.3% | — | — |
| 5 years · per year | +7.3% | +7.5% | — | — |
| Worst drop · 1Y | −11.2% | −8.2% | — | — |
| Volatility · 1Y | 15.3% | 13.4% | — | — |
| Holdings | 75 | 823 | 30 | 30 |
| Assets | $2.1B | $58.8B | $1M | $1M |
| Leverage | None | None | None | None |
| Since | 2011 | 2001 | 2026 | 2026 |
Highlighted = best in the row. Returns include dividends.