ECML vs VLUE

AECML

BVLUE

Measures won2–3VLUE wins · of 6 · 5Y

$10,000 · 5Y$20,325VLUE · IWF $15,699

Lowest cost0.15%VLUE · $15 on $10k

Most income1.65%VLUE · $165 on $10k

Smallest drop−8.2%ECML · worst fall in 1Y

Held in common7.1%ECML and VLUE

Euclidean Fundamental Value ETF · $123MiShares MSCI USA Value Factor ETF · $9.1B

+13.8%3 years · per year$14,742 · $21,933+29.9%

[…]5 years · per year[…] · $20,325+15.2%

0.95%Expense ratio$95 · $15 on $10k · lower wins0.15%

1.16%12-mo yield$116 · $165 on $10k

Cards for this view

ECML

Euclidean Fundamental Value

[…]

VLUE

iShares MSCI USA Value Factor

$20,325

MeasureECMLVLUE

Fee0.95%0.15%

Cost on $10k a year$95$15

Yield1.16%1.65%

5 years, per year[…]+15.2%

3 years, per year+13.8%+29.9%

Worst drop · 1Y−8.2%−11.0%

Volatility · 1Y13.3%

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1	BVLUE	iShares MSCI USA Value Factor ETFRead Desk	0.15%	1.65%	−0.1%	+38.4%	+46.1%	+29.9%	+15.2%	−11.0%	$9.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$118.1B
3	AECML	Euclidean Fundamental Value ETFRead Desk	0.95%	1.16%	−0.3%	+18.7%	+24.2%	+13.8%	new	−8.2%	$123M

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1	BVLUE	iShares MSCI USA Value Factor ETFRead Desk	0.15%	1.65%	−0.1%	+38.4%	+46.1%	+29.9%	+15.2%	−11.0%	$9.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$118.1B
3	AECML	Euclidean Fundamental Value ETFRead Desk	0.95%	1.16%	−0.3%	+18.7%	+24.2%	+13.8%	new	−8.2%	$123M

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