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SFGV and AVGV share 9.0% of their holdings.
| Side by side | SFGV | AVGV |
|---|---|---|
| Strategy | International · Global | US Stock Styles · Value |
| Expense ratio | 0.38% | 0.26% |
| Cost per year on $10k | $38 | $26 |
| Trailing 12-mo yield | 2.22% | 2.00% |
| Income per year on $10k | $222 | $200 |
| YTD | +16.0% | +18.5% |
| 1 year | +19.2% | +24.6% |
| 3 years · per year | — | +23.4% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −8.4% | −8.1% |
| Volatility · 1Y | 11.0% | 12.7% |
| Holdings | 0 | 6 |
| Assets | $1.2B | $480M |
| Leverage | None | None |
| Since | 2024 | 2023 |
Highlighted = best in the row. Returns include dividends.