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WBIF and IWD share 6.9% of their holdings.
| Side by side | WBIF | IWD |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 1.64% | 0.18% |
| Cost per year on $10k | $164 | $18 |
| Trailing 12-mo yield | 0.00% | 1.36% |
| Income per year on $10k | $0 | $136 |
| YTD | +18.3% | +24.6% |
| 1 year | +18.0% | +29.2% |
| 3 years · per year | +13.0% | +23.4% |
| 5 years · per year | +4.0% | +11.5% |
| Worst drop · 1Y | −7.0% | −6.8% |
| Volatility · 1Y | 12.1% | 11.0% |
| Holdings | 32 | 871 |
| Assets | $23M | $83.2B |
| Leverage | None | None |
| Since | 2014 | 2000 |
Highlighted = best in the row. Returns include dividends.