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JSMD and ESML share 9.1% of their holdings.
| Side by side | JSMD | KBE | ESML |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Sectors · Financials | US Stock Styles · Small cap |
| Expense ratio | 0.30% | 0.35% | 0.17% |
| Cost per year on $10k | $30 | $35 | $17 |
| Trailing 12-mo yield | 0.38% | 2.19% | 0.94% |
| Income per year on $10k | $38 | $219 | $94 |
| YTD | +8.2% | +12.7% | +17.8% |
| 1 year | +5.7% | +21.6% | +20.4% |
| 3 years · per year | +18.0% | +27.1% | +21.1% |
| 5 years · per year | +6.0% | +6.2% | +6.8% |
| Worst drop · 1Y | −14.9% | −14.6% | −9.0% |
| Volatility · 1Y | 22.2% | 19.4% | 16.2% |
| Holdings | 122 | 107 | 901 |
| Assets | $1.1B | $1.5B | $2.7B |
| Leverage | None | None | None |
| Since | 2016 | 2005 | 2018 |
Highlighted = best in the row. Returns include dividends.