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USMV and IMCG share 18.8% of their holdings.
| Side by side | USMV | IMCG | EYES |
|---|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Mid cap | Unsorted |
| Expense ratio | 0.15% | 0.06% | 0.35% |
| Cost per year on $10k | $15 | $6 | $35 |
| Trailing 12-mo yield | 1.37% | 0.65% | 0.00% |
| Income per year on $10k | $137 | $65 | $0 |
| 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 | 30 |
| Assets | $24.1B | $4.1B | $1M |
| Leverage | None | None | None |
| Since | 2011 | 2004 | 2026 |
Highlighted = best in the row. Returns include dividends.