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JQTY and USMV share 36.8% of their holdings.
| Side by side | JQTY | USMV |
|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Factor |
| Expense ratio | 0.25% | 0.15% |
| Cost per year on $10k | $25 | $15 |
| Trailing 12-mo yield | 0.00% | 1.37% |
| Income per year on $10k | $0 | $137 |
| YTD | — | +10.7% |
| 1 year | — | +11.1% |
| 3 years · per year | — | +14.6% |
| 5 years · per year | — | +7.7% |
| Worst drop · 1Y | — | −6.5% |
| Volatility · 1Y | — | 8.7% |
| Holdings | 1 | 174 |
| Assets | $5M | $24.1B |
| Leverage | None | None |
| Since | 2026 | 2011 |
Highlighted = best in the row. Returns include dividends.