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AIED and USMV share 12.2% of their holdings.
| Side by side | AIED | USMV |
|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Factor |
| Expense ratio | 0.75% | 0.15% |
| Cost per year on $10k | $75 | $15 |
| Trailing 12-mo yield | 0.00% | 1.37% |
| Income per year on $10k | $0 | $137 |
| YTD | +18.0% | +10.7% |
| 1 year | +13.4% | +11.1% |
| 3 years · per year | +25.2% | +14.6% |
| 5 years · per year | +9.7% | +7.7% |
| Worst drop · 1Y | −18.0% | −6.5% |
| Volatility · 1Y | 29.8% | 8.7% |
| Holdings | 52 | 174 |
| Assets | $22M | $24.1B |
| Leverage | None | None |
| Since | 2019 | 2011 |
Highlighted = best in the row. Returns include dividends.