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QUAL and USMV share 30.6% of their holdings.
| Side by side | AIED | QUAL | USMV |
|---|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Factor | US Stock Styles · Factor |
| Expense ratio | 0.75% | 0.15% | 0.15% |
| Cost per year on $10k | $75 | $15 | $15 |
| Trailing 12-mo yield | 0.00% | 0.85% | 1.37% |
| Income per year on $10k | $0 | $85 | $137 |
| YTD | +8.3% | +12.5% | +10.6% |
| 1 year | +4.4% | +13.9% | +12.2% |
| 3 years · per year | +23.0% | +21.3% | +14.8% |
| 5 years · per year | +7.5% | +10.8% | +7.6% |
| Worst drop · 1Y | −18.3% | −9.0% | −6.5% |
| Volatility · 1Y | 30.3% | 11.9% | 8.6% |
| Holdings | 52 | 118 | 174 |
| Assets | $20M | $48.0B | $24.1B |
| Leverage | None | None | None |
| Since | 2019 | 2013 | 2011 |
Highlighted = best in the row. Returns include dividends.