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RWK and IJJ share 57.1% of their holdings.
| Side by side | CGMM | RWK | IJJ |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.51% | 0.39% | 0.18% |
| Cost per year on $10k | $51 | $39 | $18 |
| Trailing 12-mo yield | 0.39% | 1.03% | 1.60% |
| Income per year on $10k | $39 | $103 | $160 |
| YTD | +8.7% | +17.6% | +13.1% |
| 1 year | +12.3% | +21.1% | +17.7% |
| 3 years · per year | — | +20.1% | +18.0% |
| 5 years · per year | — | +10.9% | +8.1% |
| Worst drop · 1Y | −10.1% | −11.1% | −10.6% |
| Volatility · 1Y | 15.9% | 15.5% | 14.0% |
| Holdings | 86 | 398 | 301 |
| Assets | $3.7B | $1.3B | $8.7B |
| Leverage | None | None | None |
| Since | 2025 | 2008 | 2000 |
Highlighted = best in the row. Returns include dividends.