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ULVM and IWD share 16.7% of their holdings.
| Side by side | ULVM | IWD |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.25% | 0.18% |
| Cost per year on $10k | $25 | $18 |
| Trailing 12-mo yield | 1.78% | 1.35% |
| Income per year on $10k | $178 | $135 |
| YTD | +19.2% | +25.3% |
| 1 year | +21.3% | +28.5% |
| 3 years · per year | +23.7% | +23.2% |
| 5 years · per year | +11.4% | +11.7% |
| Worst drop · 1Y | −7.7% | −6.8% |
| Volatility · 1Y | 10.6% | 11.0% |
| Holdings | 127 | 871 |
| Assets | $266M | $83.8B |
| Leverage | None | None |
| Since | 2017 | 2000 |
Highlighted = best in the row. Returns include dividends.