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ZIG and STYL share 9.9% of their holdings.
| Side by side | MVPA | ZIG | STYL |
|---|---|---|---|
| Strategy | US Stock Styles · Value | Unsorted | Unsorted |
| Expense ratio | 0.60% | 0.75% | 0.35% |
| Cost per year on $10k | $60 | $75 | $35 |
| Trailing 12-mo yield | 0.51% | 1.69% | 0.00% |
| Income per year on $10k | $51 | $169 | $0 |
| YTD | +9.1% | +13.0% | — |
| 1 year | +5.0% | +13.0% | — |
| 3 years · per year | — | +13.0% | — |
| 5 years · per year | — | +8.3% | — |
| Worst drop · 1Y | −13.8% | −9.0% | — |
| Volatility · 1Y | 18.6% | 14.4% | — |
| Holdings | 32 | 0 | 30 |
| Assets | $70M | $32M | $0M |
| Leverage | None | None | None |
| Since | 2024 | 2019 | 2026 |
Highlighted = best in the row. Returns include dividends.