Loading…
IJT and FESM share 25.9% of their holdings.
| Side by side | IJT | FESM |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.18% | 0.28% |
| Cost per year on $10k | $18 | $28 |
| Trailing 12-mo yield | 0.76% | 0.86% |
| Income per year on $10k | $76 | $86 |
| YTD | +17.7% | +21.2% |
| 1 year | +19.5% | +24.1% |
| 3 years · per year | +17.9% | — |
| 5 years · per year | +5.1% | — |
| Worst drop · 1Y | −11.0% | −10.2% |
| Volatility · 1Y | 16.8% | 17.9% |
| Holdings | 361 | 632 |
| Assets | $7.5B | $6.4B |
| Leverage | None | None |
| Since | 2000 | 2007 |
Highlighted = best in the row. Returns include dividends.