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IVLU and IQDF share 20.5% of their holdings.
| Side by side | IVLU | IQDF |
|---|---|---|
| Strategy | US Stock Styles · Value | Income · Dividend stocks |
| Expense ratio | 0.31% | 0.49% |
| Cost per year on $10k | $31 | $49 |
| Trailing 12-mo yield | 3.32% | 3.53% |
| Income per year on $10k | $332 | $353 |
| YTD | +13.0% | +13.9% |
| 1 year | +21.5% | +19.9% |
| 3 years · per year | +25.7% | +24.0% |
| 5 years · per year | +14.6% | +10.8% |
| Worst drop · 1Y | −11.7% | −10.0% |
| Volatility · 1Y | 15.8% | 16.2% |
| Holdings | 341 | 255 |
| Assets | $4.5B | $1.1B |
| Leverage | None | None |
| Since | 2015 | 2013 |
Highlighted = best in the row. Returns include dividends.