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JDVL and XSD share 8.2% of their holdings.
| Side by side | JDVL | XSD |
|---|---|---|
| Strategy | US Stock Styles · Value | Thematic · AI & semis |
| Expense ratio | 0.56% | 0.35% |
| Cost per year on $10k | $56 | $35 |
| Trailing 12-mo yield | 1.44% | 0.17% |
| Income per year on $10k | $144 | $17 |
| YTD | +18.4% | +50.2% |
| 1 year | +21.7% | +38.0% |
| 3 years · per year | — | +39.6% |
| 5 years · per year | — | +18.4% |
| Worst drop · 1Y | −9.2% | −30.8% |
| Volatility · 1Y | 14.1% | 47.4% |
| Holdings | 40 | 47 |
| Assets | $1.0B | $2.6B |
| Leverage | None | None |
| Since | 2025 | 2006 |
Highlighted = best in the row. Returns include dividends.