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VIS and WELD share 12.6% of their holdings.
| Side by side | VIS | WELD |
|---|---|---|
| Strategy | Sectors · Industrials | US Stock Styles · Large cap |
| Expense ratio | 0.09% | 0.75% |
| Cost per year on $10k | $9 | $75 |
| Trailing 12-mo yield | 0.94% | 0.25% |
| Income per year on $10k | $94 | $25 |
| YTD | +10.0% | +16.9% |
| 1 year | +9.8% | +16.4% |
| 3 years · per year | +21.4% | +25.6% |
| 5 years · per year | +11.6% | — |
| Worst drop · 1Y | −12.5% | −21.6% |
| Volatility · 1Y | 18.2% | 28.3% |
| Holdings | 387 | 22 |
| Assets | $8.6B | $249M |
| Leverage | None | None |
| Since | 2004 | 2023 |
Highlighted = best in the row. Returns include dividends.