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| Side by side | COPY |
|---|---|
| Strategy | US Stock Styles · Value |
| Expense ratio | 0.89% |
| Cost per year on $10k | $89 |
| Trailing 12-mo yield | 0.78% |
| Income per year on $10k | $78 |
| YTD | +22.6% |
| 1 year | +29.7% |
| 3 years · per year | — |
| 5 years · per year | — |
| Worst drop · 1Y | −9.1% |
| Volatility · 1Y | 12.9% |
| Holdings | 0 |
| Assets | $434M |
| Leverage | None |
| Since | 2024 |
Highlighted = best in the row. Returns include dividends.