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EUFN and IVLU share 18.9% of their holdings.
| Side by side | EUFN | IVLU |
|---|---|---|
| Strategy | Sectors · Financials | US Stock Styles · Value |
| Expense ratio | 0.49% | 0.31% |
| Cost per year on $10k | $49 | $31 |
| Trailing 12-mo yield | 4.34% | 3.32% |
| Income per year on $10k | $434 | $332 |
| YTD | +5.7% | +13.0% |
| 1 year | +17.0% | +21.5% |
| 3 years · per year | +34.3% | +25.7% |
| 5 years · per year | +18.2% | +14.6% |
| Worst drop · 1Y | −14.8% | −11.7% |
| Volatility · 1Y | 20.9% | 15.8% |
| Holdings | 84 | 341 |
| Assets | $3.0B | $4.5B |
| Leverage | None | None |
| Since | 2010 | 2015 |
Highlighted = best in the row. Returns include dividends.