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| Side by side | PY |
|---|---|
| Strategy | US Stock Styles · Value |
| Expense ratio | 0.15% |
| Cost per year on $10k | $15 |
| Trailing 12-mo yield | 1.67% |
| Income per year on $10k | $167 |
| YTD |
| +13.6% |
| 1 year | +15.5% |
| 3 years · per year | +18.6% |
| 5 years · per year | +8.6% |
| Worst drop · 1Y | −6.2% |
| Volatility · 1Y | 10.2% |
| Holdings | 100 |
| Assets | $246M |
| Leverage | None |
| Since | 2016 |
Highlighted = best in the row. Returns include dividends.