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IJS and MVFD share 5.2% of their holdings.
| Side by side | IJS | MVFD |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Income · Dividend stocks |
| Expense ratio | 0.18% | 1.10% |
| Cost per year on $10k | $18 | $110 |
| Trailing 12-mo yield | 1.38% | 1.33% |
| Income per year on $10k | $138 | $133 |
| YTD | +19.0% | +19.5% |
| 1 year | +20.9% | +22.2% |
| 3 years · per year | +18.7% | — |
| 5 years · per year | +6.8% | — |
| Worst drop · 1Y | −9.3% | −9.1% |
| Volatility · 1Y | 15.9% | 14.5% |
| Holdings | 475 | 42 |
| Assets | $7.8B | $142M |
| Leverage | None | None |
| Since | 2000 | 2024 |
Highlighted = best in the row. Returns include dividends.