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MVPA and RZV share 5.7% of their holdings.
| Side by side | MVPA | RZV |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Small cap |
| Expense ratio | 0.60% | 0.35% |
| Cost per year on $10k | $60 | $35 |
| Trailing 12-mo yield | 0.51% | 1.41% |
| Income per year on $10k | $51 | $141 |
| YTD | +9.1% | +23.1% |
| 1 year | +5.0% | +22.6% |
| 3 years · per year | — | +21.2% |
| 5 years · per year | — | +9.6% |
| Worst drop · 1Y | −13.8% | −12.6% |
| Volatility · 1Y | 18.6% | 18.5% |
| Holdings | 32 | 156 |
| Assets | $70M | $285M |
| Leverage | None | None |
| Since | 2024 | 2006 |
Highlighted = best in the row. Returns include dividends.