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KMID and HVAC share 6.0% of their holdings.
| Side by side | JHMM | KMID | HVAC |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap | Sectors · Industrials |
| Expense ratio | 0.41% | 0.80% | 35.61% |
| Cost per year on $10k | $41 | $80 | $3,561 |
| Trailing 12-mo yield | 0.88% | 0.12% | 0.20% |
| Income per year on $10k | $88 | $12 | $20 |
| YTD | +14.2% | +1.1% | +2.9% |
| 1 year | +15.8% | +0.0% | −2.4% |
| 3 years · per year | +19.3% | — | — |
| 5 years · per year | +7.5% | — | — |
| Worst drop · 1Y | −8.6% | −10.7% | −30.7% |
| Volatility · 1Y | 13.8% | 14.7% | 36.1% |
| Holdings | 661 | 217 | 27 |
| Assets | $6.0B | $52M | $12M |
| Leverage | None | None | None |
| Since | 2015 | 2024 | 2025 |
Highlighted = best in the row. Returns include dividends.