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MDLV and VTV share 21.9% of their holdings.
| Side by side | MDLV | VTV |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.58% | 0.03% |
| Cost per year on $10k | $58 | $3 |
| Trailing 12-mo yield | 2.54% | 1.82% |
| Income per year on $10k | $254 | $182 |
| YTD | +15.6% | +21.7% |
| 1 year | +18.3% | +24.6% |
| 3 years · per year | +16.0% | +22.0% |
| 5 years · per year | — | +12.5% |
| Worst drop · 1Y | −6.1% | −6.4% |
| Volatility · 1Y | 9.2% | 10.1% |
| Holdings | 0 | 331 |
| Assets | $48M | $252B |
| Leverage | None | None |
| Since | 2023 | 2004 |
Highlighted = best in the row. Returns include dividends.