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IWN and ACSV share 13.5% of their holdings.
| Side by side | IWN | TSCV | ACSV |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.24% | 0.60% | 0.49% |
| Cost per year on $10k | $24 | $60 | $49 |
| Trailing 12-mo yield | 1.51% | 0.24% | 1.03% |
| Income per year on $10k | $151 | $24 | $103 |
| YTD | +20.4% | +18.4% | +20.8% |
| 1 year | +24.1% | — | +25.0% |
| 3 years · per year | +21.4% | — | — |
| 5 years · per year | +7.1% | — | — |
| Worst drop · 1Y | −8.5% | — | −8.6% |
| Volatility · 1Y | 15.5% | — | 14.7% |
| Holdings | 1,404 | 58 | 200 |
| Assets | $14.2B | $185M | $26M |
| Leverage | None | None | None |
| Since | 2000 | 2022 | 2025 |
Highlighted = best in the row. Returns include dividends.