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BLCR and JHMM share 3.4% of their holdings.
| Side by side | BLCR | JHMM |
|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Mid cap |
| Expense ratio | 0.38% | 0.41% |
| Cost per year on $10k | $38 | $41 |
| Trailing 12-mo yield | 0.32% | 0.88% |
| Income per year on $10k | $32 | $88 |
| YTD | +16.3% | +14.2% |
| 1 year | +18.8% | +15.8% |
| 3 years · per year | +35.6% | +19.3% |
| 5 years · per year | — | +7.5% |
| Worst drop · 1Y | −10.2% | −8.6% |
| Volatility · 1Y | 17.3% | 13.8% |
| Holdings | 51 | 661 |
| Assets | $9.8B | $6.0B |
| Leverage | None | None |
| Since | 2023 | 2015 |
Highlighted = best in the row. Returns include dividends.