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FLV and IWD share 27.9% of their holdings.
| Side by side | FLV | IWD |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.42% | 0.18% |
| Cost per year on $10k | $42 | $18 |
| Trailing 12-mo yield | 1.61% | 1.35% |
| Income per year on $10k | $161 | $135 |
| YTD | +18.0% | +25.3% |
| 1 year | +22.4% | +28.5% |
| 3 years · per year | +18.8% | +23.2% |
| 5 years · per year | +10.8% | +11.7% |
| Worst drop · 1Y | −7.5% | −6.8% |
| Volatility · 1Y | 10.3% | 11.0% |
| Holdings | 49 | 871 |
| Assets | $398M | $83.8B |
| Leverage | None | None |
| Since | 2020 | 2000 |
Highlighted = best in the row. Returns include dividends.