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SVAL and IJR share 15.2% of their holdings.
| Side by side | SVAL | IJR |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.20% | 0.06% |
| Cost per year on $10k | $20 | $6 |
| Trailing 12-mo yield | 2.15% | 1.21% |
| Income per year on $10k | $215 | $121 |
| YTD | +27.8% | +18.7% |
| 1 year | +34.3% | +21.9% |
| 3 years · per year | +22.1% | +18.7% |
| 5 years · per year | +8.8% | +6.0% |
| Worst drop · 1Y | −9.0% | −9.7% |
| Volatility · 1Y | 14.8% | 15.8% |
| Holdings | 244 | 641 |
| Assets | $165M | $106B |
| Leverage | None | None |
| Since | 2020 | 2000 |
Highlighted = best in the row. Returns include dividends.