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IJT and SPSM share 62.2% of their holdings.
| Side by side | IJT | SPSM |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.18% | 0.03% |
| Cost per year on $10k | $18 | $3 |
| Trailing 12-mo yield | 0.76% | 1.50% |
| Income per year on $10k | $76 | $150 |
| YTD | +17.7% | +18.7% |
| 1 year | +19.5% | +21.9% |
| 3 years · per year | +17.9% | +18.8% |
| 5 years · per year | +5.1% | +6.1% |
| Worst drop · 1Y | −11.0% | −9.6% |
| Volatility · 1Y | 16.8% | 15.7% |
| Holdings | 361 | 607 |
| Assets | $7.5B | $16.2B |
| Leverage | None | None |
| Since | 2000 | 2013 |
Highlighted = best in the row. Returns include dividends.