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RWK and IJJ share 57.1% of their holdings.
| Side by side | JDVL | CGMM | RWK | IJJ |
|---|---|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Mid cap | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.56% | 0.51% | 0.39% | 0.18% |
| Cost per year on $10k | $56 | $51 | $39 | $18 |
| Trailing 12-mo yield | 1.44% | 0.39% | 1.05% | 1.61% |
| Income per year on $10k | $144 | $39 | $105 | $161 |
| YTD | +18.4% | +10.6% | +16.1% | +12.2% |
| 1 year | +21.7% | +12.4% | +17.4% | +14.5% |
| 3 years · per year | — | — | +19.4% | +17.3% |
| 5 years · per year | — | — | +10.9% | +8.0% |
| Worst drop · 1Y | −9.2% | −10.1% | −11.1% | −10.6% |
| Volatility · 1Y | 14.1% | 15.8% | 15.5% | 14.0% |
| Holdings | 40 | 86 | 398 | 301 |
| Assets | $1.0B | $3.6B | $1.3B | $8.7B |
| Leverage | None | None | None | None |
| Since | 2025 | 2025 | 2008 | 2000 |
Highlighted = best in the row. Returns include dividends.