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JDVL and IWP share 4.6% of their holdings.
| Side by side | JDVL | IWP |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Mid cap |
| Expense ratio | 0.56% | 0.23% |
| Cost per year on $10k | $56 | $23 |
| Trailing 12-mo yield | 1.46% | 0.41% |
| Income per year on $10k | $146 | $41 |
| YTD | +17.0% | −4.7% |
| 1 year | +20.8% | −7.0% |
| 3 years · per year | — | +15.1% |
| 5 years · per year | — | +2.2% |
| Worst drop · 1Y | −9.2% | −12.8% |
| Volatility · 1Y | 14.1% | 18.8% |
| Holdings | 40 | 272 |
| Assets | $1.0B | $18.3B |
| Leverage | None | None |
| Since | 2025 | 2001 |
Highlighted = best in the row. Returns include dividends.