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FYX and IJR share 34.4% of their holdings.
| Side by side | FYX | IJR |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.58% | 0.06% |
| Cost per year on $10k | $58 | $6 |
| Trailing 12-mo yield | 1.09% | 1.20% |
| Income per year on $10k | $109 | $120 |
| YTD | +24.8% | +19.1% |
| 1 year | +27.2% | +19.4% |
| 3 years · per year | +23.9% | +18.5% |
| 5 years · per year | +9.2% | +6.3% |
| Worst drop · 1Y | −8.8% | −9.7% |
| Volatility · 1Y | 16.2% | 15.8% |
| Holdings | 525 | 640 |
| Assets | $1.4B | $106B |
| Leverage | None | None |
| Since | 2007 | 2000 |
Highlighted = best in the row. Returns include dividends.