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FTXG and MVAL share 19.2% of their holdings.
| Side by side | FTXG | MVAL |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Value |
| Expense ratio | 0.60% | 0.50% |
| Cost per year on $10k | $60 | $50 |
| Trailing 12-mo yield | 2.35% | 1.57% |
| Income per year on $10k | $235 | $157 |
| YTD | +13.0% | +11.3% |
| 1 year | +14.2% | +16.8% |
| 3 years · per year | +4.1% | — |
| 5 years · per year | +1.1% | — |
| Worst drop · 1Y | −11.0% | −12.2% |
| Volatility · 1Y | 15.2% | 14.3% |
| Holdings | 30 | 0 |
| Assets | $32M | $3M |
| Leverage | None | None |
| Since | 2016 | 2024 |
Highlighted = best in the row. Returns include dividends.