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ASASS

BIUSV

Measures won0–2IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,110IUSV · VUG $16,151

Lowest cost0.03%VUG · $3 on $10k

Most income1.61%IUSV · $161 on $10k

Smallest drop−6.4%IUSV · worst fall in 1Y

Held in common5.9%SASS and IUSV

M.D. Sass Concentrated Value ETF · $79MiShares Core S&P U.S. Value ETF · $28.9B

[…]3 years · per year[…] · $16,318+17.7%

[…]5 years · per year[…] · $17,110+11.3%

0.75%Expense ratio$75 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $161 on $10k1.61%

Cards for this view

SASS

M.D. Sass Concentrated Value

[…]

IUSV

iShares Core S&P U.S. Value

$17,110

MeasureSASSIUSV

Fee0.75%0.04%

Cost on $10k a year$75$4

Yield0.00%1.61%

5 years, per year[…]+11.3%

3 years, per year[…]+17.7%

Worst drop · 1Y[…]−6.4%

Volatility · 1Y[…]10.4%

#
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.61%	+0.2%	+15.5%	+16.1%	+17.7%	+11.3%	−6.4%	$28.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
3	ASASS	M.D. Sass Concentrated Value ETFRead Desk	0.75%	0.00%	−0.3%	new	new	new	new	[…]	$79M

#
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk	0.04%	1.61%	+0.2%	+15.5%	+16.1%	+17.7%	+11.3%	−6.4%	$28.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
3	ASASS	M.D. Sass Concentrated Value ETFRead Desk	0.75%	0.00%	−0.3%	new	new	new	new	[…]	$79M