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IVLU and IQDF share 20.5% of their holdings.
| Side by side | IVLU | IQDF |
|---|---|---|
| Strategy | US Stock Styles · Value | Income · Dividend stocks |
| Expense ratio | 0.31% | 0.49% |
| Cost per year on $10k | $31 | $49 |
| Trailing 12-mo yield | 3.30% | 3.49% |
| Income per year on $10k | $330 | $349 |
| YTD | +13.9% | +15.3% |
| 1 year | +21.6% | +20.7% |
| 3 years · per year | +25.7% | +24.0% |
| 5 years · per year | +14.9% | +11.1% |
| Worst drop · 1Y | −11.7% | −10.0% |
| Volatility · 1Y | 15.8% | 16.2% |
| Holdings | 341 | 254 |
| Assets | $4.6B | $1.1B |
| Leverage | None | None |
| Since | 2015 | 2013 |
Highlighted = best in the row. Returns include dividends.