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USMV and MTUM share 23.2% of their holdings.
| Side by side | USMV | MTUM |
|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Factor |
| Expense ratio | 0.15% | 0.15% |
| Cost per year on $10k | $15 | $15 |
| Trailing 12-mo yield | 1.37% | 0.67% |
| Income per year on $10k | $137 | $67 |
| YTD | +10.6% | +10.4% |
| 1 year | +12.2% | +9.2% |
| 3 years · per year | +14.8% | +27.6% |
| 5 years · per year | +7.6% | +8.9% |
| Worst drop · 1Y | −6.5% | −20.1% |
| Volatility · 1Y | 8.6% | 27.8% |
| Holdings | 174 | 125 |
| Assets | $24.1B | $17.2B |
| Leverage | None | None |
| Since | 2011 | 2013 |
Highlighted = best in the row. Returns include dividends.