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IJH and IWR share 21.6% of their holdings.
| Side by side | IJH | IWR |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.05% | 0.18% |
| Cost per year on $10k | $5 | $18 |
| Trailing 12-mo yield | 1.22% | 1.15% |
| Income per year on $10k | $122 | $115 |
| YTD | +12.9% | +15.6% |
| 1 year | +16.1% | +17.5% |
| 3 years · per year | +17.8% | +20.5% |
| 5 years · per year | +7.2% | +7.2% |
| Worst drop · 1Y | −8.8% | −8.2% |
| Volatility · 1Y | 15.0% | 13.4% |
| Holdings | 407 | 823 |
| Assets | $124B | $58.2B |
| Leverage | None | None |
| Since | 2000 | 2001 |
Highlighted = best in the row. Returns include dividends.