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MVPA and ZIG share 7.7% of their holdings.
| Side by side | MVPA | ZIG |
|---|---|---|
| Strategy | US Stock Styles · Value | Unsorted |
| Expense ratio | 0.60% | 0.75% |
| Cost per year on $10k | $60 | $75 |
| Trailing 12-mo yield | 0.51% | 1.68% |
| Income per year on $10k | $51 | $168 |
| YTD | +10.3% | +13.7% |
| 1 year | +9.1% | +16.6% |
| 3 years · per year | — | +13.6% |
| 5 years · per year | — | +8.4% |
| Worst drop · 1Y | −13.8% | −9.0% |
| Volatility · 1Y | 18.5% | 14.3% |
| Holdings | 32 | 0 |
| Assets | $71M | $33M |
| Leverage | None | None |
| Since | 2024 | 2019 |
Highlighted = best in the row. Returns include dividends.