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MDYG and IJK share 98.5% of their holdings.
| Side by side | CALF | MDYG | IJK |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.59% | 0.15% | 0.16% |
| Cost per year on $10k | $59 | $15 | $16 |
| Trailing 12-mo yield | 1.09% | 0.68% | 0.59% |
| Income per year on $10k | $109 | $68 | $59 |
| YTD | +33.2% | +12.3% | +12.2% |
| 1 year | +37.6% | +14.0% | +14.2% |
| 3 years · per year | +15.6% | +17.4% | +17.4% |
| 5 years · per year | +7.4% | +6.0% | +6.0% |
| Worst drop · 1Y | −7.9% | −10.2% | −10.2% |
| Volatility · 1Y | 15.8% | 17.8% | 17.7% |
| Holdings | 200 | 247 | 249 |
| Assets | $3.8B | $2.8B | $10.4B |
| Leverage | None | None | None |
| Since | 2017 | 2005 | 2000 |
Highlighted = best in the row. Returns include dividends.