Loading…
JVAL and IWD share 33.6% of their holdings.
| Side by side | JVAL | IWD |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.12% | 0.18% |
| Cost per year on $10k | $12 | $18 |
| Trailing 12-mo yield | 1.59% | 1.36% |
| Income per year on $10k | $159 | $136 |
| YTD | +21.0% | +24.6% |
| 1 year | +24.5% | +29.2% |
| 3 years · per year | +23.7% | +23.4% |
| 5 years · per year | +12.0% | +11.5% |
| Worst drop · 1Y | −8.5% | −6.8% |
| Volatility · 1Y | 14.1% | 11.0% |
| Holdings | 393 | 871 |
| Assets | $1.0B | $83.4B |
| Leverage | None | None |
| Since | 2017 | 2000 |
Highlighted = best in the row. Returns include dividends.