VGWLX
Vanguard Global Wellington Fund Investor Shares
1W: -1.4%
1M: -3.0%
3M: -1.6%
YTD: +7.7%
1Y: +8.2%
3Y: +39.9%
5Y: +38.8%
$29.98
+0.05 (+0.17%)
Weekly Expected Move ±1.2%
$29
$30
$30
$30
$31
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20 peers by holdings overlap (702 holdings)
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Total52
AUM$726M
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LCEYX
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LCEFX
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Price$19.39
FUSV.L
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LQCSx.CHI
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INCE.L
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IM12.L
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USINC.MI
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FTUI.DE
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23.8%
Shared25 holdings
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AUM—
Price—
FTUM.DE
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23.8%
Shared25 holdings
Total—
AUM—
Price—
INCEF.MI
ETF
23.8%
Shared25 holdings
Total—
AUM—
Price—
USINC.SW
ETF
23.8%
Shared25 holdings
Total—
AUM—
Price—
IMTH.L
ETF
23.8%
Shared25 holdings
Total—
AUM—
Price—
USINM.SW
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23.8%
Shared25 holdings
Total—
AUM—
Price—
INCE.MI
ETF
23.8%
Shared25 holdings
Total—
AUM—
Price—
LQDG.L
iShares Corp Bond Interest Rate Hedged UCITS ETF
23.6%
Shared512 holdings
Total—
AUM$151M
Price$79.02
SUOMX.CHI
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23.2%
Shared747 holdings
Total—
AUM—
Price—
INCE
Franklin Income Equity Focus ETF
23.1%
Shared25 holdings
Total72
AUM$123M
Price$65.88
ACSRX
Invesco Comstock Fund Class R
23.0%
Shared16 holdings
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Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VGWLX | $3.1B | 82 | 16.8% | 12.4 | 3.3 | 3.8 | 31.1% | 30.5% | 2.37% | +15.6% | +17.5% | 57.6 | 6.4 |
| VGWIX | $726M | 52 | 11.2% | 14.1 | 3.1 | 6.0 | 22.3% | 42.3% | 3.87% | +19.2% | +19.9% | 57.6 | 6.4 |
| CSTK | $176M | 57 | 29.1% | 21.3 | 5.2 | 4.9 | 27.2% | 22.7% | 1.98% | +12.5% | +23.1% | 58.9 | 6.6 |
| LCEYX | $22.3B | 76 | 28.5% | 27.1 | 7.7 | 6.4 | 31.3% | 23.7% | 2.02% | +12.1% | +19.9% | 61.4 | 6.8 |
| LCEFX | $22.3B | 76 | 28.5% | 27.1 | 7.7 | 6.4 | 31.3% | 23.7% | 2.02% | +12.1% | +19.9% | 61.4 | 6.8 |
| FUSV.L | $2M | — | —% | 24.0 | 5.5 | 5.6 | 24.6% | 23.2% | 1.87% | +21.2% | +27.8% | 61.4 | 6.6 |
| LQCSx.CHI | — | — | —% | 10.6 | 1.5 | 1.8 | 14.5% | 16.4% | 3.10% | +9.5% | +23.6% | 52.4 | 6.7 |
| INCE.L | $25M | — | —% | 21.5 | 4.0 | 3.1 | 19.2% | 14.3% | 2.84% | +8.4% | +17.0% | 58.0 | 6.8 |
| IM12.L | — | — | —% | 21.5 | 4.0 | 3.1 | 19.2% | 14.3% | 2.84% | +8.4% | +17.0% | 58.0 | 6.8 |
| USINC.MI | — | — | —% | 21.5 | 4.0 | 3.1 | 19.2% | 14.3% | 2.84% | +8.4% | +17.0% | 58.0 | 6.8 |
| FTUI.DE | — | — | —% | 21.5 | 4.0 | 3.1 | 19.2% | 14.3% | 2.84% | +8.4% | +17.0% | 58.0 | 6.8 |