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VTV and IWD share 63.1% of their holdings.
| Side by side | BVAL | VTV | IWD |
|---|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.29% | 0.03% | 0.18% |
| Cost per year on $10k | $29 | $3 | $18 |
| Trailing 12-mo yield | 1.13% | 1.82% | 1.35% |
| Income per year on $10k | $113 | $182 | $135 |
| YTD | +17.8% | +21.7% | +25.3% |
| 1 year | +19.4% | +24.6% | +28.5% |
| 3 years · per year | — | +22.0% | +23.2% |
| 5 years · per year | — | +12.5% | +11.7% |
| Worst drop · 1Y | −6.7% | −6.4% | −6.8% |
| Volatility · 1Y | 10.0% | 10.1% | 11.0% |
| Holdings | 4 | 331 | 871 |
| Assets | $314M | $252B | $83.8B |
| Leverage | None | None | None |
| Since | 2025 | 2004 | 2000 |
Highlighted = best in the row. Returns include dividends.