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VTV and IWD share 63.8% of their holdings.
| Side by side | JVAL | VTV | IWD |
|---|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.12% | 0.03% | 0.18% |
| Cost per year on $10k | $12 | $3 | $18 |
| Trailing 12-mo yield | 1.59% | 1.82% | 1.36% |
| Income per year on $10k | $159 | $182 | $136 |
| YTD | +21.0% | +21.5% | +24.6% |
| 1 year | +24.5% | +25.7% | +29.2% |
| 3 years · per year | +23.7% | +22.3% | +23.4% |
| 5 years · per year | +12.0% | +12.4% | +11.5% |
| Worst drop · 1Y | −8.5% | −6.4% | −6.8% |
| Volatility · 1Y | 14.1% | 10.1% | 11.0% |
| Holdings | 393 | 331 | 871 |
| Assets | $1.0B | $252B | $83.4B |
| Leverage | None | None | None |
| Since | 2017 | 2004 | 2000 |
Highlighted = best in the row. Returns include dividends.