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| Side by side | IVLU |
|---|---|
| Strategy | US Stock Styles · Value |
| Expense ratio | 0.31% |
| Cost per year on $10k | $31 |
| Trailing 12-mo yield | 3.32% |
| Income per year on $10k | $332 |
| YTD | +13.0% |
| 1 year | +21.5% |
| 3 years · per year | +25.7% |
| 5 years · per year | +14.6% |
| Worst drop · 1Y | −11.7% |
| Volatility · 1Y | 15.8% |
| Holdings | 341 |
| Assets | $4.5B |
| Leverage | None |
| Since | 2015 |
Highlighted = best in the row. Returns include dividends.