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BVAL and XCOR share 8.5% of their holdings.
| Side by side | BVAL | XCOR |
|---|---|---|
| Strategy | US Stock Styles · Value | Unsorted |
| Expense ratio | 0.29% | 1.15% |
| Cost per year on $10k | $29 | $115 |
| Trailing 12-mo yield |
| 1.14% |
| 0.41% |
| Income per year on $10k | $114 | $41 |
| YTD | +16.9% | +5.6% |
| 1 year | +19.9% | +5.9% |
| 3 years · per year | — | +21.9% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −6.7% | −10.1% |
| Volatility · 1Y | 10.0% | 16.5% |
| Holdings | 4 | 0 |
| Assets | $314M | $177M |
| Leverage | None | None |
| Since | 2025 | 2001 |
Highlighted = best in the row. Returns include dividends.