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VTV and IWD share 63.1% of their holdings.
| Side by side | LSVD | VTV | IWD |
|---|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.40% | 0.03% | 0.18% |
| Cost per year on $10k | $40 | $3 | $18 |
| Trailing 12-mo yield | 0.27% | 1.82% | 1.35% |
| Income per year on $10k | $27 | $182 | $135 |
| YTD | +20.9% | +21.7% | +25.3% |
| 1 year | +24.2% | +24.6% | +28.5% |
| 3 years · per year | — | +22.0% | +23.2% |
| 5 years · per year | — | +12.5% | +11.7% |
| Worst drop · 1Y | −8.1% | −6.4% | −6.8% |
| Volatility · 1Y | 13.2% | 10.1% | 11.0% |
| Holdings | 135 | 331 | 871 |
| Assets | $671M | $252B | $83.8B |
| Leverage | None | None | None |
| Since | 2024 | 2004 | 2000 |
Highlighted = best in the row. Returns include dividends.