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HUSV and ULVM share 20.4% of their holdings.
| Side by side | HUSV | ULVM |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Value |
| Expense ratio | 0.70% | 0.25% |
| Cost per year on $10k | $70 | $25 |
| Trailing 12-mo yield | 1.40% | 1.78% |
| Income per year on $10k | $140 | $178 |
| YTD | +9.7% | +19.2% |
| 1 year | +9.4% | +21.3% |
| 3 years · per year | +12.0% | +23.7% |
| 5 years · per year | +6.2% | +11.4% |
| Worst drop · 1Y | −6.8% | −7.7% |
| Volatility · 1Y | 10.1% | 10.6% |
| Holdings | 100 | 127 |
| Assets | $56M | $266M |
| Leverage | None | None |
| Since | 2016 | 2017 |
Highlighted = best in the row. Returns include dividends.