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| Side by side | LSVD |
|---|---|
| Strategy | US Stock Styles · Value |
| Expense ratio | 0.40% |
| Cost per year on $10k | $40 |
| Trailing 12-mo yield | 0.27% |
| Income per year on $10k | $27 |
| YTD | +20.9% |
| 1 year | +24.2% |
| 3 years · per year | — |
| 5 years · per year | — |
| Worst drop · 1Y | −8.1% |
| Volatility · 1Y | 13.2% |
| Holdings | 135 |
| Assets | $671M |
| Leverage | None |
| Since | 2024 |
Highlighted = best in the row. Returns include dividends.