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GARP and QUAL share 45.2% of their holdings.
| Side by side | GARP | QUAL | USMV |
|---|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Factor | US Stock Styles · Factor |
| Expense ratio | 0.15% | 0.15% | 0.15% |
| Cost per year on $10k | $15 | $15 | $15 |
| Trailing 12-mo yield | 0.27% | 0.85% | 1.37% |
| Income per year on $10k | $27 | $85 | $137 |
| YTD | +12.8% | +12.5% | +10.6% |
| 1 year | +12.0% | +13.9% | +12.2% |
| 3 years · per year | +30.7% | +21.3% | +14.8% |
| 5 years · per year | +15.7% | +10.8% | +7.6% |
| Worst drop · 1Y | −13.7% | −9.0% | −6.5% |
| Volatility · 1Y | 20.9% | 11.9% | 8.6% |
| Holdings | 130 | 118 | 174 |
| Assets | $3.4B | $48.0B | $24.1B |
| Leverage | None | None | None |
| Since | 2020 | 2013 | 2011 |
Highlighted = best in the row. Returns include dividends.