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SPMD and MDY share 99.0% of their holdings.
| Side by side | SPMD | IJH | MDY |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.03% | 0.05% | 0.23% |
| Cost per year on $10k | $3 | $5 | $23 |
| Trailing 12-mo yield | 1.29% | 1.22% | 1.04% |
| Income per year on $10k | $129 | $122 | $104 |
| YTD | +13.4% | +13.3% | +13.0% |
| 1 year | +14.5% | +14.5% | +14.1% |
| 3 years · per year | +17.6% | +17.6% | +17.2% |
| 5 years · per year | +7.4% | +7.4% | +7.2% |
| Worst drop · 1Y | −8.9% | −8.8% | −8.8% |
| Volatility · 1Y | 15.0% | 15.0% | 14.9% |
| Holdings | 400 | 407 | 400 |
| Assets | $18.9B | $125B | $25.9B |
| Leverage | None | None | None |
| Since | 2005 | 2000 | 1995 |
Highlighted = best in the row. Returns include dividends.