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PY and IWD share 35.6% of their holdings.
| Side by side | PY | IWD |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.15% | 0.18% |
| Cost per year on $10k | $15 | $18 |
| Trailing 12-mo yield | 1.66% | 1.35% |
| Income per year on $10k | $166 | $135 |
| YTD | +14.0% | +25.3% |
| 1 year | +14.6% | +28.5% |
| 3 years · per year | +18.3% | +23.2% |
| 5 years · per year | +8.8% | +11.7% |
| Worst drop · 1Y | −6.2% | −6.8% |
| Volatility · 1Y | 10.2% | 11.0% |
| Holdings | 100 | 871 |
| Assets | $244M | $83.8B |
| Leverage | None | None |
| Since | 2016 | 2000 |
Highlighted = best in the row. Returns include dividends.