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JMEE and SEIS share 18.4% of their holdings.
| Side by side | JMEE | AQWA | OASC | SEIS |
|---|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Unsorted | US Stock Styles · Mid cap | US Stock Styles · Small cap |
| Expense ratio | 0.34% | 0.50% | 1.38% | 0.55% |
| Cost per year on $10k | $34 | $50 | $138 | $55 |
| Trailing 12-mo yield | 0.96% | 1.57% | 0.46% | 0.32% |
| Income per year on $10k | $96 | $157 | $46 | $32 |
| YTD | +17.0% | +1.8% | +15.7% | +13.7% |
| 1 year | +20.8% | −1.4% | +20.9% | +16.4% |
| 3 years · per year | +19.4% | +12.9% | — | — |
| 5 years · per year | — | +4.2% | — | — |
| Worst drop · 1Y | −8.2% | −14.0% | −7.7% | −11.2% |
| Volatility · 1Y | 15.0% | 14.9% | 16.9% | 18.2% |
| Holdings | 674 | 40 | 10 | 364 |
| Assets | $2.9B | $21M | $101M | $623M |
| Leverage | None | None | None | None |
| Since | 1998 | 2021 | 2024 | 2024 |
Highlighted = best in the row. Returns include dividends.