Loading…
RPG and JHMM share 5.6% of their holdings.
| Side by side | RPG | JHMM | CWS |
|---|---|---|---|
| Strategy | US Stock Styles · Growth | US Stock Styles · Mid cap | Unsorted |
| Expense ratio | 0.35% | 0.41% | 0.78% |
| Cost per year on $10k | $35 | $41 | $78 |
| Trailing 12-mo yield | 0.16% | 0.89% | 0.31% |
| Income per year on $10k | $16 | $89 | $31 |
| YTD | +12.6% | +13.3% | −0.8% |
| 1 year | +11.0% | +16.4% | +2.0% |
| 3 years · per year | +21.8% | +19.5% | +11.9% |
| 5 years · per year | +5.5% | +7.2% | +7.2% |
| Worst drop · 1Y | −17.8% | −8.6% | −11.9% |
| Volatility · 1Y | 26.9% | 13.8% | 13.5% |
| Holdings | 70 | 661 | 27 |
| Assets | $1.7B | $6.0B | $113M |
| Leverage | None | None | None |
| Since | 2006 | 2015 | 2016 |
Highlighted = best in the row. Returns include dividends.