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SMCP and RUSC share 1.8% of their holdings.
| Side by side | SMCP | RUSC |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Small cap |
| Expense ratio | 0.79% | 0.69% |
| Cost per year on $10k | $79 | $69 |
| Trailing 12-mo yield | 0.00% | 0.32% |
| Income per year on $10k | $0 | $32 |
| YTD | — | +18.2% |
| 1 year | — | +21.4% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | — | −9.8% |
| Volatility · 1Y | — | 17.3% |
| Holdings | 0 | 0 |
| Assets | $13M | $84M |
| Leverage | None | None |
| Since | 2026 | 2025 |
Highlighted = best in the row. Returns include dividends.