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SAMM and USMV share 5.3% of their holdings.
| Side by side | SAMM | USMV |
|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Factor |
| Expense ratio | 1.07% | 0.15% |
| Cost per year on $10k | $107 | $15 |
| Trailing 12-mo yield | 0.96% | 1.37% |
| Income per year on $10k | $96 | $137 |
| YTD | +7.1% | +10.6% |
| 1 year | +7.9% | +12.2% |
| 3 years · per year | — | +14.8% |
| 5 years · per year | — | +7.6% |
| Worst drop · 1Y | −13.0% | −6.5% |
| Volatility · 1Y | 21.3% | 8.6% |
| Holdings | 0 | 174 |
| Assets | $45M | $24.1B |
| Leverage | None | None |
| Since | 2024 | 2011 |
Highlighted = best in the row. Returns include dividends.