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BAMV and VTV share 35.0% of their holdings.
| Side by side | BAMV | VTV |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.95% | 0.03% |
| Cost per year on $10k | $95 | $3 |
| Trailing 12-mo yield | 1.22% | 1.82% |
| Income per year on $10k | $122 | $182 |
| YTD | +15.7% | +21.7% |
| 1 year | +15.0% | +24.6% |
| 3 years · per year | +16.9% | +22.0% |
| 5 years · per year | — | +12.5% |
| Worst drop · 1Y | −6.0% | −6.4% |
| Volatility · 1Y | 11.3% | 10.1% |
| Holdings | 79 | 331 |
| Assets | $124M | $252B |
| Leverage | None | None |
| Since | 2023 | 2004 |
Highlighted = best in the row. Returns include dividends.