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RWL and USMV share 33.0% of their holdings.
| Side by side | PPH | IYK | RWL | USMV |
|---|---|---|---|---|
| Strategy | Sectors · Health care | Sectors · Consumer | US Stock Styles · Large cap | US Stock Styles · Factor |
| Expense ratio | 0.36% | 0.37% | 0.39% | 0.15% |
| Cost per year on $10k | $36 | $37 | $39 | $15 |
| Trailing 12-mo yield | 1.83% | 2.44% | 1.19% | 1.37% |
| Income per year on $10k | $183 | $244 | $119 | $137 |
| YTD | +15.3% | +17.2% | +19.3% | +10.7% |
| 1 year | +30.5% | +15.4% | +21.5% | +11.1% |
| 3 years · per year | +16.8% | +11.0% | +22.6% | +14.6% |
| 5 years · per year | +11.7% | +7.4% | +13.7% | +7.7% |
| Worst drop · 1Y | −10.8% | −10.7% | −6.6% | −6.5% |
| Volatility · 1Y | 18.4% | 14.6% | 9.8% | 8.7% |
| Holdings | 26 | 53 | 503 | 174 |
| Assets | $1.0B | $1.4B | $10.4B | $24.1B |
| Leverage | None | None | None | None |
| Since | 2011 | 2000 | 2008 | 2011 |
Highlighted = best in the row. Returns include dividends.