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QUAL and USMV share 30.6% of their holdings.
| Side by side | VSMV | QUAL | USMV |
|---|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Factor | US Stock Styles · Factor |
| Expense ratio | 0.41% | 0.15% | 0.15% |
| Cost per year on $10k | $41 | $15 | $15 |
| Trailing 12-mo yield | 1.28% | 0.85% | 1.37% |
| Income per year on $10k | $128 | $85 | $137 |
| YTD | +14.0% | +12.5% | +10.6% |
| 1 year | +17.5% | +13.9% | +12.2% |
| 3 years · per year | +18.9% | +21.3% | +14.8% |
| 5 years · per year | +11.0% | +10.8% | +7.6% |
| Worst drop · 1Y | −5.2% | −9.0% | −6.5% |
| Volatility · 1Y | 9.4% | 11.9% | 8.6% |
| Holdings | 63 | 118 | 174 |
| Assets | $163M | $48.0B | $24.1B |
| Leverage | None | None | None |
| Since | 2017 | 2013 | 2011 |
Highlighted = best in the row. Returns include dividends.