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Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
Up 39.0% over the past year, reflecting strong price momentum.Cost Efficiency
Ongoing charge of 0.15% — among the lowest available for this category.What is VLUE?
The fund generally will invest at least 80% of its assets in the component securities of the underlying index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is based on a traditional market capitalization-weighted parent index, the MSCI USA Index (the parent index).
Performance Highlights
Investment Breakdown
How would VLUE affect your portfolio?
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