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DVOL and USMV share 7.8% of their holdings.
| Side by side | DVOL | USMV |
|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Factor |
| Expense ratio | 0.60% | 0.15% |
| Cost per year on $10k | $60 | $15 |
| Trailing 12-mo yield | 0.80% | 1.37% |
| Income per year on $10k | $80 | $137 |
| YTD | +5.1% | +10.7% |
| 1 year | +6.5% | +11.1% |
| 3 years · per year | +15.0% | +14.6% |
| 5 years · per year | +5.6% | +7.7% |
| Worst drop · 1Y | −9.8% | −6.5% |
| Volatility · 1Y | 12.0% | 8.7% |
| Holdings | 50 | 174 |
| Assets | $74M | $24.1B |
| Leverage | None | None |
| Since | 2018 | 2011 |
Highlighted = best in the row. Returns include dividends.