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USMV and IMCG share 18.8% of their holdings.
| Side by side | USMV | IMCG |
|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Mid cap |
| Expense ratio | 0.15% | 0.06% |
| Cost per year on $10k | $15 | $6 |
| Trailing 12-mo yield | 1.37% | 0.65% |
| Income per year on $10k | $137 | $65 |
| YTD | +10.7% | +20.3% |
| 1 year | +11.1% | +16.0% |
| 3 years · per year | +14.6% | +21.1% |
| 5 years · per year | +7.7% | +6.2% |
| Worst drop · 1Y | −6.5% | −10.2% |
| Volatility · 1Y | 8.7% | 17.3% |
| Holdings | 174 | 259 |
| Assets | $24.1B | $4.1B |
| Leverage | None | None |
| Since | 2011 | 2004 |
Highlighted = best in the row. Returns include dividends.