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SLYG and IJT share 98.3% of their holdings.
| Side by side | JSMD | SLYG | IJT |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.30% | 0.15% | 0.18% |
| Cost per year on $10k | $30 | $15 | $18 |
| Trailing 12-mo yield | 0.36% | 0.70% | 0.75% |
| Income per year on $10k | $36 | $70 | $75 |
| YTD | +11.7% | +19.1% | +18.9% |
| 1 year | +7.2% | +17.7% | +17.5% |
| 3 years · per year | +18.4% | +17.9% | +17.9% |
| 5 years · per year | +6.8% | +5.6% | +5.5% |
| Worst drop · 1Y | −14.9% | −11.0% | −11.0% |
| Volatility · 1Y | 22.1% | 16.8% | 16.9% |
| Holdings | 122 | 350 | 361 |
| Assets | $1.1B | $4.7B | $7.6B |
| Leverage | None | None | None |
| Since | 2016 | 2000 | 2000 |
Highlighted = best in the row. Returns include dividends.