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AVUV and IBUY share 2.7% of their holdings.
| Side by side | AVUV | IBUY |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Sectors · Consumer |
| Expense ratio | 0.25% | 0.65% |
| Cost per year on $10k | $25 | $65 |
| Trailing 12-mo yield | 1.22% | 0.11% |
| Income per year on $10k | $122 | $11 |
| YTD | +22.7% | −3.1% |
| 1 year | +29.1% | −1.7% |
| 3 years · per year | +20.7% | +20.8% |
| 5 years · per year | +10.8% | −8.6% |
| Worst drop · 1Y | −8.2% | −21.7% |
| Volatility · 1Y | 14.7% | 22.9% |
| Holdings | 794 | 83 |
| Assets | $32.5B | $128M |
| Leverage | None | None |
| Since | 2019 | 2016 |
Highlighted = best in the row. Returns include dividends.