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XSMO and IJR share 20.9% of their holdings.
| Side by side | XSMO | IJR |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.35% | 0.06% |
| Cost per year on $10k | $35 | $6 |
| Trailing 12-mo yield | 0.62% | 1.20% |
| Income per year on $10k | $62 | $120 |
| YTD | +15.2% | +19.1% |
| 1 year | +12.9% | +19.4% |
| 3 years · per year | +22.3% | +18.5% |
| 5 years · per year | +9.2% | +6.3% |
| Worst drop · 1Y | −16.0% | −9.7% |
| Volatility · 1Y | 19.7% | 15.8% |
| Holdings | 114 | 640 |
| Assets | $2.9B | $106B |
| Leverage | None | None |
| Since | 2005 | 2000 |
Highlighted = best in the row. Returns include dividends.