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LVDS and IWD share 51.0% of their holdings.
| Side by side | LVDS | IWD |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.63% | 0.18% |
| Cost per year on $10k | $63 | $18 |
| Trailing 12-mo yield | 6.84% | 1.36% |
| Income per year on $10k | $684 | $136 |
| YTD | +23.9% | +24.6% |
| 1 year | +28.3% | +29.2% |
| 3 years · per year | — | +23.4% |
| 5 years · per year | — | +11.5% |
| Worst drop · 1Y | −6.6% | −6.8% |
| Volatility · 1Y | 10.2% | 11.0% |
| Holdings | 133 | 871 |
| Assets | $117M | $83.4B |
| Leverage | None | None |
| Since | 2003 | 2000 |
Highlighted = best in the row. Returns include dividends.