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JLVP and VTV share 29.9% of their holdings.
| Side by side | JLVP | VTV |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 1.21% | 0.03% |
| Cost per year on $10k | $121 | $3 |
| Trailing 12-mo yield | 0.00% | 1.82% |
| Income per year on $10k | $0 | $182 |
| YTD | — | +21.7% |
| 1 year | — | +24.6% |
| 3 years · per year | — | +22.0% |
| 5 years · per year | — | +12.5% |
| Worst drop · 1Y | — | −6.4% |
| Volatility · 1Y | — | 10.1% |
| Holdings | 178 | 331 |
| Assets | $28M | $252B |
| Leverage | None | None |
| Since | 2026 | 2004 |
Highlighted = best in the row. Returns include dividends.