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ITB and QVAL share 5.9% of their holdings.
| Side by side | ITB | QVAL |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Value |
| Expense ratio | 0.37% | 0.28% |
| Cost per year on $10k | $37 | $28 |
| Trailing 12-mo yield | 1.37% | 1.37% |
| Income per year on $10k | $137 | $137 |
| YTD | −3.2% | +33.1% |
| 1 year | −10.0% | +39.9% |
| 3 years · per year | +9.5% | +24.0% |
| 5 years · per year | +6.3% | +14.2% |
| Worst drop · 1Y | −25.7% | −6.3% |
| Volatility · 1Y | 30.0% | 13.9% |
| Holdings | 42 | 50 |
| Assets | $2.4B | $697M |
| Leverage | None | None |
| Since | 2006 | 2014 |
Highlighted = best in the row. Returns include dividends.