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CGVV and IWD share 30.1% of their holdings.
| Side by side | CGVV | IWD |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.33% | 0.18% |
| Cost per year on $10k | $33 | $18 |
| Trailing 12-mo yield | 0.82% | 1.35% |
| Income per year on $10k | $82 | $135 |
| YTD | +19.0% | +25.3% |
| 1 year | +20.7% | +28.5% |
| 3 years · per year | — | +23.2% |
| 5 years · per year | — | +11.7% |
| Worst drop · 1Y | −10.1% | −6.8% |
| Volatility · 1Y | 13.5% | 11.0% |
| Holdings | 0 | 871 |
| Assets | $161M | $83.8B |
| Leverage | None | None |
| Since | 2025 | 2000 |
Highlighted = best in the row. Returns include dividends.