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JOUL and SIMS share 3.1% of their holdings.
| Side by side | JOUL | SIMS |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Large cap |
| Expense ratio | 0.35% | 0.45% |
| Cost per year on $10k | $35 | $45 |
| Trailing 12-mo yield | 0.00% | 0.56% |
| Income per year on $10k | $0 | $56 |
| YTD | — | +7.6% |
| 1 year | — | −3.6% |
| 3 years · per year | — | +16.8% |
| 5 years · per year | — | +0.4% |
| Worst drop · 1Y | — | −15.6% |
| Volatility · 1Y | — | 23.0% |
| Holdings | 30 | 53 |
| Assets | $8M | $8M |
| Leverage | None | None |
| Since | 2026 | 2017 |
Highlighted = best in the row. Returns include dividends.