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FYT and SVAL share 24.2% of their holdings.
| Side by side | COPY | FYT | SVAL |
|---|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.89% | 0.70% | 0.20% |
| Cost per year on $10k | $89 | $70 | $20 |
| Trailing 12-mo yield | 0.78% | 1.84% | 2.14% |
| Income per year on $10k | $78 | $184 | $214 |
| YTD | +21.9% | +25.8% | +28.7% |
| 1 year | +26.9% | +29.1% | +32.5% |
| 3 years · per year | — | +18.4% | +22.8% |
| 5 years · per year | — | +7.8% | +9.2% |
| Worst drop · 1Y | −9.1% | −8.6% | −9.0% |
| Volatility · 1Y | 12.9% | 15.8% | 14.9% |
| Holdings | 0 | 262 | 245 |
| Assets | $430M | $174M | $166M |
| Leverage | None | None | None |
| Since | 2024 | 2011 | 2020 |
Highlighted = best in the row. Returns include dividends.