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PWV and IWD share 18.3% of their holdings.
| Side by side | PWV | IWD |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.55% | 0.18% |
| Cost per year on $10k | $55 | $18 |
| Trailing 12-mo yield | 1.71% | 1.35% |
| Income per year on $10k | $171 | $135 |
| YTD | +22.7% | +25.3% |
| 1 year | +25.4% | +28.5% |
| 3 years · per year | +23.7% | +23.2% |
| 5 years · per year | +13.8% | +11.7% |
| Worst drop · 1Y | −7.9% | −6.8% |
| Volatility · 1Y | 10.0% | 11.0% |
| Holdings | 50 | 871 |
| Assets | $1.9B | $83.8B |
| Leverage | None | None |
| Since | 2005 | 2000 |
Highlighted = best in the row. Returns include dividends.