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RSSL and JIII share 0.2% of their holdings.
| Side by side | RSSL | JIII |
|---|---|---|
| Strategy | US Stock Styles · Small cap | Income · Dividend stocks |
| Expense ratio | 0.08% | 0.56% |
| Cost per year on $10k | $8 | $56 |
| Trailing 12-mo yield | 1.34% | 7.66% |
| Income per year on $10k | $134 | $766 |
| YTD | +14.1% | +0.2% |
| 1 year | +15.2% | +1.3% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −11.1% | −2.7% |
| Volatility · 1Y | 18.1% | 3.7% |
| Holdings | 1,966 | 549 |
| Assets | $1.4B | $337M |
| Leverage | None | None |
| Since | 2024 | 2024 |
Highlighted = best in the row. Returns include dividends.