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MDLV and IWD share 15.7% of their holdings.
| Side by side | MDLV | IWD |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.58% | 0.18% |
| Cost per year on $10k | $58 | $18 |
| Trailing 12-mo yield | 2.53% | 1.36% |
| Income per year on $10k | $253 | $136 |
| YTD | +16.0% | +24.6% |
| 1 year | +20.0% | +29.2% |
| 3 years · per year | +16.3% | +23.4% |
| 5 years · per year | — | +11.5% |
| Worst drop · 1Y | −6.1% | −6.8% |
| Volatility · 1Y | 9.2% | 11.0% |
| Holdings | 0 | 871 |
| Assets | $48M | $83.4B |
| Leverage | None | None |
| Since | 2023 | 2000 |
Highlighted = best in the row. Returns include dividends.