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IJK and SPMD share 64.7% of their holdings.
| Side by side | IJK | SPMD |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.16% | 0.03% |
| Cost per year on $10k | $16 | $3 |
| Trailing 12-mo yield | 0.58% | 1.29% |
| Income per year on $10k | $58 | $129 |
| YTD | +14.0% | +13.4% |
| 1 year | +14.1% | +14.5% |
| 3 years · per year | +17.5% | +17.6% |
| 5 years · per year | +6.5% | +7.4% |
| Worst drop · 1Y | −10.2% | −8.9% |
| Volatility · 1Y | 17.6% | 15.0% |
| Holdings | 249 | 400 |
| Assets | $10.6B | $18.9B |
| Leverage | None | None |
| Since | 2000 | 2005 |
Highlighted = best in the row. Returns include dividends.