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HVAC and SSMG share 8.2% of their holdings.
| Side by side | HVAC | SSMG | JIII |
|---|---|---|---|
| Strategy | Sectors · Industrials | US Stock Styles · Growth | Income · Dividend stocks |
| Expense ratio | 35.61% | 0.39% | 0.56% |
| Cost per year on $10k | $3,561 | $39 | $56 |
| Trailing 12-mo yield | 0.20% | 0.00% | 7.18% |
| Income per year on $10k | $20 | $0 | $718 |
| YTD | +2.9% | — | +0.7% |
| 1 year | −2.4% | — | +0.9% |
| 3 years · per year | — | — | — |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −30.7% | — | −2.6% |
| Volatility · 1Y | 36.1% | — | 3.8% |
| Holdings | 27 | 82 | 538 |
| Assets | $12M | $3M | $339M |
| Leverage | None | None | None |
| Since | 2025 | 2026 | 2024 |
Highlighted = best in the row. Returns include dividends.