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DFLV and IWD share 50.9% of their holdings.
| Side by side | DFLV | IWD |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.21% | 0.18% |
| Cost per year on $10k | $21 | $18 |
| Trailing 12-mo yield | 1.35% | 1.36% |
| Income per year on $10k | $135 | $136 |
| YTD | +23.8% | +24.6% |
| 1 year | +30.0% | +29.2% |
| 3 years · per year | +23.1% | +23.4% |
| 5 years · per year | — | +11.5% |
| Worst drop · 1Y | −5.5% | −6.8% |
| Volatility · 1Y | 10.6% | 11.0% |
| Holdings | 343 | 871 |
| Assets | $7.4B | $83.4B |
| Leverage | None | None |
| Since | 2022 | 2000 |
Highlighted = best in the row. Returns include dividends.