Loading…
CZA and IJH share 9.6% of their holdings.
| Side by side | CZA | IJH |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.69% | 0.05% |
| Cost per year on $10k | $69 | $5 |
| Trailing 12-mo yield | 1.38% | 1.22% |
| Income per year on $10k | $138 | $122 |
| YTD | +13.2% | +13.3% |
| 1 year | +15.9% | +14.5% |
| 3 years · per year | +17.3% | +17.6% |
| 5 years · per year | +7.3% | +7.4% |
| Worst drop · 1Y | −9.2% | −8.8% |
| Volatility · 1Y | 11.9% | 15.0% |
| Holdings | 101 | 407 |
| Assets | $179M | $125B |
| Leverage | None | None |
| Since | 2007 | 2000 |
Highlighted = best in the row. Returns include dividends.