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MVPA and ZIG share 7.7% of their holdings.
| Side by side | AVUV | MVPA | ZIG |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Value | Unsorted |
| Expense ratio | 0.25% | 0.60% | 0.75% |
| Cost per year on $10k | $25 | $60 | $75 |
| Trailing 12-mo yield | 1.22% | 0.51% | 1.69% |
| Income per year on $10k | $122 | $51 | $169 |
| YTD | +23.0% | +9.1% | +13.0% |
| 1 year | +26.8% | +5.0% | +13.0% |
| 3 years · per year | +20.7% | — | +13.0% |
| 5 years · per year | +11.2% | — | +8.3% |
| Worst drop · 1Y | −8.2% | −13.8% | −9.0% |
| Volatility · 1Y | 14.8% | 18.6% | 14.4% |
| Holdings | 794 | 32 | 0 |
| Assets | $32.1B | $70M | $32M |
| Leverage | None | None | None |
| Since | 2019 | 2024 | 2019 |
Highlighted = best in the row. Returns include dividends.