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PRFZ and FNDA share 48.5% of their holdings.
| Side by side | BSVO | PRFZ | FNDA | MVPA |
|---|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Large cap | US Stock Styles · Large cap | US Stock Styles · Value |
| Expense ratio | 0.45% | 0.36% | 0.25% | 0.60% |
| Cost per year on $10k | $45 | $36 | $25 | $60 |
| Trailing 12-mo yield | 1.22% | 0.84% | 1.22% | 0.51% |
| Income per year on $10k | $122 | $84 | $122 | $51 |
| YTD | +25.0% | +16.7% | +16.3% | +10.3% |
| 1 year | +32.4% | +18.9% | +20.4% | +9.1% |
| 3 years · per year | +20.8% | +21.4% | +18.5% | — |
| 5 years · per year | — | +8.0% | +7.0% | — |
| Worst drop · 1Y | −8.3% | −10.4% | −9.4% | −13.8% |
| Volatility · 1Y | 15.8% | 16.9% | 15.6% | 18.5% |
| Holdings | 0 | 1,483 | 912 | 32 |
| Assets | $2.5B | $2.7B | $8.9B | $71M |
| Leverage | None | None | None | None |
| Since | 2010 | 2006 | 2013 | 2024 |
Highlighted = best in the row. Returns include dividends.