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JSMD and JSML share 41.3% of their holdings.
| Side by side | JSMD | JSML |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Small cap |
| Expense ratio | 0.30% | 0.30% |
| Cost per year on $10k | $30 | $30 |
| Trailing 12-mo yield | 0.36% | 0.30% |
| Income per year on $10k | $36 | $30 |
| YTD | +11.7% | +21.8% |
| 1 year | +7.2% | +17.6% |
| 3 years · per year | +18.4% | +23.7% |
| 5 years · per year | +6.8% | +6.7% |
| Worst drop · 1Y | −14.9% | −14.8% |
| Volatility · 1Y | 22.1% | 21.9% |
| Holdings | 122 | 121 |
| Assets | $1.1B | $378M |
| Leverage | None | None |
| Since | 2016 | 2016 |
Highlighted = best in the row. Returns include dividends.