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CGV and JPSE share 0.8% of their holdings.
| Side by side | CGV | JPSE |
|---|---|---|
| Strategy | International · Global | US Stock Styles · Small cap |
| Expense ratio | 1.57% | 0.29% |
| Cost per year on $10k | $157 | $29 |
| Trailing 12-mo yield | 5.17% | 1.42% |
| Income per year on $10k | $517 | $142 |
| YTD | +9.0% | +16.9% |
| 1 year | +13.9% | +17.0% |
| 3 years · per year | +13.4% | +17.6% |
| 5 years · per year | — | +6.9% |
| Worst drop · 1Y | −12.1% | −8.0% |
| Volatility · 1Y | 14.3% | 14.2% |
| Holdings | 50 | 544 |
| Assets | $136M | $576M |
| Leverage | None | None |
| Since | 2013 | 2016 |
Highlighted = best in the row. Returns include dividends.