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WBIF and VTV share 9.7% of their holdings.
| Side by side | WBIF | VTV |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 1.64% | 0.03% |
| Cost per year on $10k | $164 | $3 |
| Trailing 12-mo yield | 0.00% | 1.82% |
| Income per year on $10k | $0 | $182 |
| YTD | +18.3% | +21.5% |
| 1 year | +18.0% | +25.7% |
| 3 years · per year | +13.0% | +22.3% |
| 5 years · per year | +4.0% | +12.4% |
| Worst drop · 1Y | −7.0% | −6.4% |
| Volatility · 1Y | 12.1% | 10.1% |
| Holdings | 32 | 331 |
| Assets | $23M | $252B |
| Leverage | None | None |
| Since | 2014 | 2004 |
Highlighted = best in the row. Returns include dividends.