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TMFM and TMFS share 18.6% of their holdings.
| Side by side | IWO | TMFM | TMFS |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Mid cap | US Stock Styles · Small cap |
| Expense ratio | 0.24% | 0.85% | 0.85% |
| Cost per year on $10k | $24 | $85 | $85 |
| Trailing 12-mo yield | 0.47% | 0.07% | 0.00% |
| Income per year on $10k | $47 | $7 | $0 |
| YTD | +11.7% | −4.8% | +0.5% |
| 1 year | +9.0% | −9.2% | +1.1% |
| 3 years · per year | +20.2% | +4.9% | +9.8% |
| 5 years · per year | +4.0% | — | −2.1% |
| Worst drop · 1Y | −14.9% | −20.0% | −15.7% |
| Volatility · 1Y | 21.8% | 20.7% | 19.0% |
| Holdings | 1,121 | 0 | 0 |
| Assets | $14.3B | $108M | $53M |
| Leverage | None | None | None |
| Since | 2000 | 2014 | 2018 |
Highlighted = best in the row. Returns include dividends.