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HUSV and ULVM share 20.4% of their holdings.
| Side by side | DEMZ | HUSV | ULVM |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Unsorted | US Stock Styles · Value |
| Expense ratio | 0.45% | 0.70% | 0.24% |
| Cost per year on $10k | $45 | $70 | $24 |
| Trailing 12-mo yield | 0.88% | 1.39% | 1.78% |
| Income per year on $10k | $88 | $139 | $178 |
| YTD | +11.1% | +10.5% | +19.2% |
| 1 year | +10.5% | +11.8% | +22.6% |
| 3 years · per year | +23.8% | +12.5% | +24.1% |
| 5 years · per year | +11.5% | +6.3% | +11.3% |
| Worst drop · 1Y | −12.3% | −6.8% | −7.7% |
| Volatility · 1Y | 14.7% | 10.0% | 10.6% |
| Holdings | 42 | 100 | 127 |
| Assets | $68M | $57M | $267M |
| Leverage | None | None | None |
| Since | 2020 | 2016 | 2017 |
Highlighted = best in the row. Returns include dividends.