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FDMO and USMV share 22.4% of their holdings.
| Side by side | FDMO | USMV |
|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Factor |
| Expense ratio | 0.15% | 0.15% |
| Cost per year on $10k | $15 | $15 |
| Trailing 12-mo yield | 0.63% | 1.37% |
| Income per year on $10k | $63 | $137 |
| YTD | +10.8% | +10.7% |
| 1 year | +9.0% | +11.1% |
| 3 years · per year | +26.9% | +14.6% |
| 5 years · per year | +13.3% | +7.7% |
| Worst drop · 1Y | −12.2% | −6.5% |
| Volatility · 1Y | 19.6% | 8.7% |
| Holdings | 130 | 174 |
| Assets | $870M | $24.1B |
| Leverage | None | None |
| Since | 2016 | 2011 |
Highlighted = best in the row. Returns include dividends.