COPY vs IWD

ACOPY

BIWD

Measures won0–4IWD wins · of 6 · 5Y

$10,000 · 5Y$17,399IWD · VUG $16,557

Lowest cost0.03%VUG · $3 on $10k

Most income1.34%IWD · $134 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common2.7%COPY and IWD

Tweedy, Browne Insider + Value ETF · $445MiShares Russell 1000 Value ETF · $85.1B

[…]3 years · per year[…] · $18,413+22.6%

[…]5 years · per year[…] · $17,399+11.7%

0.89%Expense ratio$89 · $18 on $10k · lower wins0.18%

0.78%12-mo yield$78 · $134 on $10k1.34%

Cards for this view

COPY

Tweedy, Browne Insider + Value

[…]

IWD

iShares Russell 1000 Value

$17,399

MeasureCOPYIWD

Fee0.89%0.18%

Cost on $10k a year$89$18

Yield0.78%1.34%

5 years, per year[…]+11.7%

3 years, per year[…]+22.6%

Worst drop · 1Y−9.1%−6.8%

Volatility · 1Y13.3%11.7%

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+0.4%	+26.8%	+30.1%	+22.6%	+11.7%	−6.8%	$85.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	ACOPY	Tweedy, Browne Insider + Value ETFRead Desk	0.89%	0.78%	0.0%	+23.1%	+30.6%	new	new	−9.1%	$445M

#
1	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.34%	+0.4%	+26.8%	+30.1%	+22.6%	+11.7%	−6.8%	$85.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	ACOPY	Tweedy, Browne Insider + Value ETFRead Desk	0.89%	0.78%	0.0%	+23.1%	+30.6%	new	new	−9.1%	$445M

Loading…