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VB and IJR share 18.2% of their holdings.
| Side by side | HAPS | VB | IJR |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.61% | 0.03% | 0.06% |
| Cost per year on $10k | $61 | $3 | $6 |
| Trailing 12-mo yield | 0.47% | 1.25% | 1.21% |
| Income per year on $10k | $47 | $125 | $121 |
| YTD | +20.6% | +14.2% | +18.7% |
| 1 year | +23.6% | +16.8% | +21.9% |
| 3 years · per year | +19.6% | +19.7% | +18.7% |
| 5 years · per year | — | +6.3% | +6.0% |
| Worst drop · 1Y | −10.0% | −9.0% | −9.7% |
| Volatility · 1Y | 15.4% | 15.7% | 15.8% |
| Holdings | 190 | 1,357 | 641 |
| Assets | $173M | $176B | $106B |
| Leverage | None | None | None |
| Since | 2023 | 2004 | 2000 |
Highlighted = best in the row. Returns include dividends.