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TVAL and IWD share 23.5% of their holdings.
| Side by side | TVAL | IWD |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Value |
| Expense ratio | 0.33% | 0.18% |
| Cost per year on $10k | $33 | $18 |
| Trailing 12-mo yield | 0.92% | 1.35% |
| Income per year on $10k | $92 | $135 |
| YTD | +25.3% | +25.3% |
| 1 year | +29.1% | +28.5% |
| 3 years · per year | +23.0% | +23.2% |
| 5 years · per year | — | +11.7% |
| Worst drop · 1Y | −7.2% | −6.8% |
| Volatility · 1Y | 10.6% | 11.0% |
| Holdings | 148 | 871 |
| Assets | $1.1B | $83.8B |
| Leverage | None | None |
| Since | 2023 | 2000 |
Highlighted = best in the row. Returns include dividends.