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WISE and EUDV share 2.2% of their holdings.
| Side by side | WISE | EUDV |
|---|---|---|
| Strategy | Thematic · AI & semis | Income · Dividend stocks |
| Expense ratio | 0.35% | 0.55% |
| Cost per year on $10k | $35 | $55 |
| Trailing 12-mo yield | 5.36% | 1.94% |
| Income per year on $10k | $536 | $194 |
| YTD | −23.0% | +9.5% |
| 1 year | −31.2% | +9.8% |
| 3 years · per year | — | +13.9% |
| 5 years · per year | — | +2.8% |
| Worst drop · 1Y | −33.3% | −10.6% |
| Volatility · 1Y | 35.2% | 14.5% |
| Holdings | 42 | 45 |
| Assets | $22M | $9M |
| Leverage | None | None |
| Since | 2023 | 2015 |
Highlighted = best in the row. Returns include dividends.