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VT and ACWI share 83.6% of their holdings.
| Side by side | UMMA | VT | ACWI |
|---|---|---|---|
| Strategy | International · Global | International · Global | International · Global |
| Expense ratio | 0.65% | 0.06% | 0.32% |
| Cost per year on $10k | $65 | $6 | $32 |
| Trailing 12-mo yield | 0.79% | 1.56% | 1.44% |
| Income per year on $10k | $79 | $156 | $144 |
| YTD | +20.3% | +10.9% | +10.9% |
| 1 year | +23.4% | +12.4% | +12.1% |
| 3 years · per year | +23.4% | +22.4% | +22.6% |
| 5 years · per year | — | +9.9% | +10.1% |
| Worst drop · 1Y | −14.9% | −9.7% | −9.7% |
| Volatility · 1Y | 25.1% | 14.0% | 14.1% |
| Holdings | 97 | 9,773 | 2,197 |
| Assets | $310M | $101B | $32.2B |
| Leverage | None | None | None |
| Since | 2022 | 2008 | 2008 |
Highlighted = best in the row. Returns include dividends.