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JVAL and VTV share 31.1% of their holdings.
| Side by side | JVAL | VTV |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.12% | 0.03% |
| Cost per year on $10k | $12 | $3 |
| Trailing 12-mo yield | 1.59% | 1.82% |
| Income per year on $10k | $159 | $182 |
| YTD | +21.0% | +21.5% |
| 1 year | +24.5% | +25.7% |
| 3 years · per year | +23.7% | +22.3% |
| 5 years · per year | +12.0% | +12.4% |
| Worst drop · 1Y | −8.5% | −6.4% |
| Volatility · 1Y | 14.1% | 10.1% |
| Holdings | 393 | 331 |
| Assets | $1.0B | $252B |
| Leverage | None | None |
| Since | 2017 | 2004 |
Highlighted = best in the row. Returns include dividends.