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JDVL and RWL share 20.4% of their holdings.
| Side by side | JDVL | IWP | RWL |
|---|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Mid cap | US Stock Styles · Large cap |
| Expense ratio | 0.56% | 0.23% | 0.39% |
| Cost per year on $10k | $56 | $23 | $39 |
| Trailing 12-mo yield | 1.44% | 0.39% | 1.19% |
| Income per year on $10k | $144 | $39 | $119 |
| YTD | +18.4% | −0.2% | +19.3% |
| 1 year | +21.7% | −4.9% | +21.5% |
| 3 years · per year | — | +15.8% | +22.6% |
| 5 years · per year | — | +3.1% | +13.7% |
| Worst drop · 1Y | −9.2% | −13.9% | −6.6% |
| Volatility · 1Y | 14.1% | 18.5% | 9.8% |
| Holdings | 40 | 272 | 503 |
| Assets | $1.0B | $19.2B | $10.4B |
| Leverage | None | None | None |
| Since | 2025 | 2001 | 2008 |
Highlighted = best in the row. Returns include dividends.