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| Side by side | QVAL |
|---|---|
| Strategy | US Stock Styles · Value |
| Expense ratio | 0.28% |
| Cost per year on $10k | $28 |
| Trailing 12-mo yield | 1.37% |
| Income per year on $10k | $137 |
| YTD | +33.1% |
| 1 year | +39.9% |
| 3 years · per year | +24.0% |
| 5 years · per year | +14.2% |
| Worst drop · 1Y | −6.3% |
| Volatility · 1Y | 13.9% |
| Holdings | 50 |
| Assets | $697M |
| Leverage | None |
| Since | 2014 |
Highlighted = best in the row. Returns include dividends.