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AVSC and IJR share 50.8% of their holdings.
| Side by side | AVSC | VB | IJR |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.25% | 0.03% | 0.06% |
| Cost per year on $10k | $25 | $3 | $6 |
| Trailing 12-mo yield | 0.98% | 1.25% | 1.21% |
| Income per year on $10k | $98 | $125 | $121 |
| YTD | +23.1% | +14.2% | +18.7% |
| 1 year | +26.9% | +16.8% | +21.9% |
| 3 years · per year | +21.4% | +19.7% | +18.7% |
| 5 years · per year | — | +6.3% | +6.0% |
| Worst drop · 1Y | −8.1% | −9.0% | −9.7% |
| Volatility · 1Y | 15.5% | 15.7% | 15.8% |
| Holdings | 1,545 | 1,357 | 641 |
| Assets | $3.2B | $176B | $106B |
| Leverage | None | None | None |
| Since | 2022 | 2004 | 2000 |
Highlighted = best in the row. Returns include dividends.