Loading…
JGRW and KAT share 19.0% of their holdings.
| Side by side | JGRW | KAT |
|---|---|---|
| Strategy | US Stock Styles · Growth | Unsorted |
| Expense ratio | 0.57% | 0.75% |
| Cost per year on $10k | $57 | $75 |
| Trailing 12-mo yield | 0.38% | 0.51% |
| Income per year on $10k | $38 | $51 |
| YTD | +6.7% | +7.4% |
| 1 year | +6.7% | — |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −14.1% | — |
| Volatility · 1Y | 12.7% | — |
| Holdings | 0 | 38 |
| Assets | $62M | $666M |
| Leverage | None | None |
| Since | 2024 | 2011 |
Highlighted = best in the row. Returns include dividends.