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VLUE and SEIV share 28.8% of their holdings.
| Side by side | VLUE | SEIV |
|---|---|---|
| Strategy | US Stock Styles · Value | Low-Cost Core · US large cap |
| Expense ratio | 0.15% | 0.15% |
| Cost per year on $10k | $15 | $15 |
| Trailing 12-mo yield | 1.56% | 1.55% |
| Income per year on $10k | $156 | $155 |
| YTD | +46.5% | +22.5% |
| 1 year | +54.0% | +28.9% |
| 3 years · per year | +34.2% | +28.8% |
| 5 years · per year | +16.5% | — |
| Worst drop · 1Y | −9.0% | −6.9% |
| Volatility · 1Y | 20.5% | 12.5% |
| Holdings | 146 | 122 |
| Assets | $9.6B | $1.6B |
| Leverage | None | None |
| Since | 2013 | 2022 |
Highlighted = best in the row. Returns include dividends.