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ITB and QVAL share 5.9% of their holdings.
| Side by side | FIW | ITB | QVAL |
|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Large cap | US Stock Styles · Value |
| Expense ratio | 0.50% | 0.37% | 0.28% |
| Cost per year on $10k | $50 | $37 | $28 |
| Trailing 12-mo yield | 0.68% | 1.30% | 1.36% |
| Income per year on $10k | $68 | $130 | $136 |
| YTD | +7.3% | +1.9% | +33.8% |
| 1 year | +5.1% | −1.9% | +42.5% |
| 3 years · per year | +14.8% | +11.6% | +24.5% |
| 5 years · per year | +5.9% | +7.2% | +13.9% |
| Worst drop · 1Y | −13.8% | −25.7% | −6.3% |
| Volatility · 1Y | 16.3% | 30.2% | 13.8% |
| Holdings | 36 | 42 | 50 |
| Assets | $1.8B | $2.5B | $721M |
| Leverage | None | None | None |
| Since | 2007 | 2006 | 2014 |
Highlighted = best in the row. Returns include dividends.