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MVAL and BSMC share 5.6% of their holdings.
| Side by side | MVAL | BSMC |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Mid cap |
| Expense ratio | 0.50% | 0.70% |
| Cost per year on $10k | $50 | $70 |
| Trailing 12-mo yield |
| 1.61% |
| 0.95% |
| Income per year on $10k | $161 | $95 |
| YTD | +8.8% | +16.2% |
| 1 year | +13.0% | +19.5% |
| 3 years · per year | — | +18.9% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −12.2% | −9.0% |
| Volatility · 1Y | 14.2% | 13.8% |
| Holdings | 0 | 67 |
| Assets | $3M | $176M |
| Leverage | None | None |
| Since | 2024 | 2023 |
Highlighted = best in the row. Returns include dividends.