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ITB and QVAL share 5.9% of their holdings.
| Side by side | FIW | ITB | QVAL |
|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Large cap | US Stock Styles · Value |
| Expense ratio | 0.50% | 0.37% | 0.28% |
| Cost per year on $10k | $50 | $37 | $28 |
| Trailing 12-mo yield | 0.71% | 1.37% | 1.37% |
| Income per year on $10k | $71 | $137 | $137 |
| YTD | +3.8% | −3.2% | +33.1% |
| 1 year | −0.6% | −10.0% | +39.9% |
| 3 years · per year | +13.2% | +9.5% | +24.0% |
| 5 years · per year | +5.4% | +6.3% | +14.2% |
| Worst drop · 1Y | −13.8% | −25.7% | −6.3% |
| Volatility · 1Y | 16.1% | 30.0% | 13.9% |
| Holdings | 36 | 42 | 50 |
| Assets | $1.8B | $2.4B | $697M |
| Leverage | None | None | None |
| Since | 2007 | 2006 | 2014 |
Highlighted = best in the row. Returns include dividends.