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SIMS and QVAL share 2.9% of their holdings.
| Side by side | SIMS | QVAL |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Value |
| Expense ratio | 0.45% | 0.28% |
| Cost per year on $10k | $45 | $28 |
| Trailing 12-mo yield | 0.56% | 1.37% |
| Income per year on $10k | $56 | $137 |
| YTD | +7.2% | +33.1% |
| 1 year | −3.4% | +39.9% |
| 3 years · per year | +15.9% | +24.0% |
| 5 years · per year | +0.5% | +14.2% |
| Worst drop · 1Y | −15.8% | −6.3% |
| Volatility · 1Y | 23.1% | 13.9% |
| Holdings | 53 | 50 |
| Assets | $8M | $697M |
| Leverage | None | None |
| Since | 2017 | 2014 |
Highlighted = best in the row. Returns include dividends.