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| Side by side | VALQ |
|---|---|
| Strategy | US Stock Styles · Value |
| Expense ratio | 0.29% |
| Cost per year on $10k | $29 |
| Trailing 12-mo yield | 1.66% |
| Income per year on $10k | $166 |
| YTD | +11.7% |
| 1 year | +15.7% |
| 3 years · per year | +17.8% |
| 5 years · per year | +9.6% |
| Worst drop · 1Y | −7.9% |
| Volatility · 1Y | 11.1% |
| Holdings | 224 |
| Assets | $194M |
| Leverage | None |
| Since | 2018 |
Highlighted = best in the row. Returns include dividends.