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PVAL and IWD share 31.6% of their holdings.
| Side by side | PVAL | IWD |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.56% | 0.18% |
| Cost per year on $10k | $56 | $18 |
| Trailing 12-mo yield | 0.87% | 1.35% |
| Income per year on $10k | $87 | $135 |
| YTD | +21.2% | +25.3% |
| 1 year | +27.9% | +28.5% |
| 3 years · per year | +26.1% | +23.2% |
| 5 years · per year | +16.3% | +11.7% |
| Worst drop · 1Y | −7.2% | −6.8% |
| Volatility · 1Y | 10.8% | 11.0% |
| Holdings | 45 | 871 |
| Assets | $15.3B | $83.8B |
| Leverage | None | None |
| Since | 2021 | 2000 |
Highlighted = best in the row. Returns include dividends.