Loading…
IVLU and IWD share 0.0% of their holdings.
| Side by side | IVLU | IWD |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.31% | 0.18% |
| Cost per year on $10k | $31 | $18 |
| Trailing 12-mo yield | 3.32% | 1.36% |
| Income per year on $10k | $332 | $136 |
| YTD | +13.0% | +24.6% |
| 1 year | +21.5% | +29.2% |
| 3 years · per year | +25.7% | +23.4% |
| 5 years · per year | +14.6% | +11.5% |
| Worst drop · 1Y | −11.7% | −6.8% |
| Volatility · 1Y | 15.8% | 11.0% |
| Holdings | 341 | 871 |
| Assets | $4.5B | $83.4B |
| Leverage | None | None |
| Since | 2015 | 2000 |
Highlighted = best in the row. Returns include dividends.