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ARWG and KDVD share 8.0% of their holdings.
| Side by side | JSMD | ARWG | KDVD |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Growth | Income · Dividend stocks |
| Expense ratio | 0.30% | 0.85% | 0.90% |
| Cost per year on $10k | $30 | $85 | $90 |
| Trailing 12-mo yield | 0.36% | 0.13% | 1.85% |
| Income per year on $10k | $36 | $13 | $185 |
| YTD | +11.7% | +5.5% | +19.2% |
| 1 year | +7.2% | — | — |
| 3 years · per year | +18.4% | — | — |
| 5 years · per year | +6.8% | — | — |
| Worst drop · 1Y | −14.9% | — | — |
| Volatility · 1Y | 22.1% | — | — |
| Holdings | 122 | 0 | 0 |
| Assets | $1.1B | $15M | $9M |
| Leverage | None | None | None |
| Since | 2016 | 2025 | 2025 |
Highlighted = best in the row. Returns include dividends.