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QUAL and USMV share 30.4% of their holdings.
| Side by side | IMTM | QUAL | USMV |
|---|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Factor | US Stock Styles · Factor |
| Expense ratio | 0.30% | 0.15% | 0.15% |
| Cost per year on $10k | $30 | $15 | $15 |
| Trailing 12-mo yield | 4.46% | 0.84% | 1.37% |
| Income per year on $10k | $446 | $84 | $137 |
| YTD | +9.8% | +13.8% | +10.7% |
| 1 year | +13.7% | +13.9% | +11.1% |
| 3 years · per year | +22.8% | +20.5% | +14.6% |
| 5 years · per year | +9.5% | +11.2% | +7.7% |
| Worst drop · 1Y | −12.8% | −9.0% | −6.5% |
| Volatility · 1Y | 19.4% | 11.9% | 8.7% |
| Holdings | 298 | 118 | 174 |
| Assets | $4.3B | $48.6B | $24.1B |
| Leverage | None | None | None |
| Since | 2015 | 2013 | 2011 |
Highlighted = best in the row. Returns include dividends.