Loading…
SVAL and VB share 3.6% of their holdings.
| Side by side | SVAL | VB |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.20% | 0.03% |
| Cost per year on $10k | $20 | $3 |
| Trailing 12-mo yield | 2.14% | 1.24% |
| Income per year on $10k | $214 | $124 |
| YTD | +28.7% | +15.4% |
| 1 year | +32.5% | +15.9% |
| 3 years · per year | +22.8% | +19.5% |
| 5 years · per year | +9.2% | +6.7% |
| Worst drop · 1Y | −9.0% | −9.0% |
| Volatility · 1Y | 14.9% | 15.7% |
| Holdings | 245 | 1,357 |
| Assets | $166M | $176B |
| Leverage | None | None |
| Since | 2020 | 2004 |
Highlighted = best in the row. Returns include dividends.