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TALV and IWD share 41.8% of their holdings.
| Side by side | TALV | IWD |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.76% | 0.18% |
| Cost per year on $10k | $76 | $18 |
| Trailing 12-mo yield | 0.70% | 1.36% |
| Income per year on $10k | $70 | $136 |
| YTD | +16.8% | +24.6% |
| 1 year | — | +29.2% |
| 3 years · per year | — | +23.4% |
| 5 years · per year | — | +11.5% |
| Worst drop · 1Y | — | −6.8% |
| Volatility · 1Y | — | 11.0% |
| Holdings | 0 | 871 |
| Assets | $179M | $83.4B |
| Leverage | None | None |
| Since | 2025 | 2000 |
Highlighted = best in the row. Returns include dividends.