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FTA and MVAL share 6.5% of their holdings.
| Side by side | FTA | MVAL |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.58% | 0.50% |
| Cost per year on $10k | $58 | $50 |
| Trailing 12-mo yield | 1.67% | 1.57% |
| Income per year on $10k | $167 | $157 |
| YTD | +23.3% | +11.3% |
| 1 year | +29.8% | +16.8% |
| 3 years · per year | +21.2% | — |
| 5 years · per year | +11.2% | — |
| Worst drop · 1Y | −8.1% | −12.2% |
| Volatility · 1Y | 11.3% | 14.3% |
| Holdings | 187 | 0 |
| Assets | $1.5B | $3M |
| Leverage | None | None |
| Since | 2007 | 2024 |
Highlighted = best in the row. Returns include dividends.