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FNK and IJH share 26.3% of their holdings.
| Side by side | FNK | IJH |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.74% | 0.05% |
| Cost per year on $10k | $74 | $5 |
| Trailing 12-mo yield | 1.51% | 1.22% |
| Income per year on $10k | $151 | $122 |
| YTD | +18.2% | +12.9% |
| 1 year | +24.3% | +16.1% |
| 3 years · per year | +17.4% | +17.8% |
| 5 years · per year | +8.4% | +7.2% |
| Worst drop · 1Y | −9.1% | −8.8% |
| Volatility · 1Y | 13.5% | 15.0% |
| Holdings | 226 | 407 |
| Assets | $241M | $124B |
| Leverage | None | None |
| Since | 2011 | 2000 |
Highlighted = best in the row. Returns include dividends.