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JHMM and GOP share 6.3% of their holdings.
| Side by side | JHMM | GOP | CWS |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Unsorted | Unsorted |
| Expense ratio | 0.41% | 0.73% | 0.79% |
| Cost per year on $10k | $41 | $73 | $79 |
| Trailing 12-mo yield | 0.88% | 0.57% | 0.31% |
| Income per year on $10k | $88 | $57 | $31 |
| YTD | +14.2% | +21.2% | −1.5% |
| 1 year | +15.8% | +19.6% | −2.0% |
| 3 years · per year | +19.3% | +23.2% | +11.3% |
| 5 years · per year | +7.5% | — | +7.2% |
| Worst drop · 1Y | −8.6% | −6.9% | −11.9% |
| Volatility · 1Y | 13.8% | 16.0% | 13.7% |
| Holdings | 661 | 0 | 27 |
| Assets | $6.0B | $94M | $112M |
| Leverage | None | None | None |
| Since | 2015 | 2023 | 2016 |
Highlighted = best in the row. Returns include dividends.