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| Side by side | BAMV |
|---|---|
| Strategy | US Stock Styles · Value |
| Expense ratio | 0.95% |
| Cost per year on $10k | $95 |
| Trailing 12-mo yield | 1.22% |
| Income per year on $10k | $122 |
| YTD | +15.2% |
| 1 year | +16.2% |
| 3 years · per year | +17.6% |
| 5 years · per year | — |
| Worst drop · 1Y | −6.0% |
| Volatility · 1Y | 11.2% |
| Holdings | 79 |
| Assets | $125M |
| Leverage | None |
| Since | 2023 |
Highlighted = best in the row. Returns include dividends.