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JHMM and HVAC share 2.0% of their holdings.
| Side by side | JHMM | HVAC |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Sectors · Industrials |
| Expense ratio | 0.41% | 2.06% |
| Cost per year on $10k | $41 | $206 |
| Trailing 12-mo yield | 0.89% | 0.21% |
| Income per year on $10k | $89 | $21 |
| YTD | +13.3% | −2.2% |
| 1 year | +16.4% | −7.5% |
| 3 years · per year | +19.5% | — |
| 5 years · per year | +7.2% | — |
| Worst drop · 1Y | −8.6% | −30.7% |
| Volatility · 1Y | 13.8% | 36.4% |
| Holdings | 661 | 27 |
| Assets | $6.0B | $11M |
| Leverage | None | None |
| Since | 2015 | 2025 |
Highlighted = best in the row. Returns include dividends.