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SYLD and QVAL share 17.7% of their holdings.
| Side by side | SYLD | QVAL |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Value |
| Expense ratio | 0.59% | 0.28% |
| Cost per year on $10k | $59 | $28 |
| Trailing 12-mo yield | 1.70% | 1.37% |
| Income per year on $10k | $170 | $137 |
| YTD | +26.1% | +33.1% |
| 1 year | +28.8% | +39.9% |
| 3 years · per year | +15.8% | +24.0% |
| 5 years · per year | +8.6% | +14.2% |
| Worst drop · 1Y | −6.9% | −6.3% |
| Volatility · 1Y | 13.8% | 13.9% |
| Holdings | 101 | 50 |
| Assets | $1.0B | $697M |
| Leverage | None | None |
| Since | 2013 | 2014 |
Highlighted = best in the row. Returns include dividends.