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IJT and FESM share 25.9% of their holdings.
| Side by side | IJT | FESM |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.18% | 0.28% |
| Cost per year on $10k | $18 | $28 |
| Trailing 12-mo yield | 0.75% | 0.85% |
| Income per year on $10k | $75 | $85 |
| YTD | +18.9% | +23.3% |
| 1 year | +17.5% | +23.9% |
| 3 years · per year | +17.9% | — |
| 5 years · per year | +5.5% | — |
| Worst drop · 1Y | −11.0% | −10.2% |
| Volatility · 1Y | 16.9% | 17.9% |
| Holdings | 361 | 632 |
| Assets | $7.6B | $6.4B |
| Leverage | None | None |
| Since | 2000 | 2007 |
Highlighted = best in the row. Returns include dividends.