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SYLD and DEEP share 7.8% of their holdings.
| Side by side | SYLD | MVPA | DEEP |
|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.59% | 0.60% | 0.80% |
| Cost per year on $10k | $59 | $60 | $80 |
| Trailing 12-mo yield | 1.70% | 0.51% | 2.03% |
| Income per year on $10k | $170 | $51 | $203 |
| YTD | +26.1% | +9.1% | +22.4% |
| 1 year | +28.8% | +5.0% | +23.8% |
| 3 years · per year | +15.8% | — | +13.7% |
| 5 years · per year | +8.6% | — | +5.2% |
| Worst drop · 1Y | −6.9% | −13.8% | −8.9% |
| Volatility · 1Y | 13.8% | 18.6% | 17.1% |
| Holdings | 101 | 32 | 100 |
| Assets | $1.0B | $70M | $26M |
| Leverage | None | None | None |
| Since | 2013 | 2024 | 2014 |
Highlighted = best in the row. Returns include dividends.