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ABEQ and ULVM share 6.1% of their holdings.
| Side by side | ABEQ | DEMZ | ULVM |
|---|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Large cap | US Stock Styles · Value |
| Expense ratio | 1.13% | 0.45% | 0.25% |
| Cost per year on $10k | $113 | $45 | $25 |
| Trailing 12-mo yield | 1.15% | 0.86% | 1.78% |
| Income per year on $10k | $115 | $86 | $178 |
| YTD | +9.7% | +13.2% | +19.2% |
| 1 year | +13.4% | +11.3% | +21.3% |
| 3 years · per year | +14.5% | +23.4% | +23.7% |
| 5 years · per year | +8.7% | +12.0% | +11.4% |
| Worst drop · 1Y | −7.9% | −12.3% | −7.7% |
| Volatility · 1Y | 9.2% | 14.6% | 10.6% |
| Holdings | 23 | 42 | 127 |
| Assets | $148M | $69M | $266M |
| Leverage | None | None | None |
| Since | 2020 | 2020 | 2017 |
Highlighted = best in the row. Returns include dividends.