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RZV and SVAL share 17.9% of their holdings.
| Side by side | RZV | SVAL |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.35% | 0.20% |
| Cost per year on $10k | $35 | $20 |
| Trailing 12-mo yield | 1.41% | 2.14% |
| Income per year on $10k | $141 | $214 |
| YTD | +23.1% | +28.7% |
| 1 year | +22.6% | +32.5% |
| 3 years · per year | +21.2% | +22.8% |
| 5 years · per year | +9.6% | +9.2% |
| Worst drop · 1Y | −12.6% | −9.0% |
| Volatility · 1Y | 18.5% | 14.9% |
| Holdings | 156 | 245 |
| Assets | $285M | $166M |
| Leverage | None | None |
| Since | 2006 | 2020 |
Highlighted = best in the row. Returns include dividends.