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JPSV and BRSV share 13.4% of their holdings.
| Side by side | JPSV | BRSV |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.55% | 0.79% |
| Cost per year on $10k | $55 | $79 |
| Trailing 12-mo yield | 1.18% | 0.00% |
| Income per year on $10k | $118 | $0 |
| YTD | +20.3% | — |
| 1 year | +22.8% | — |
| 3 years · per year | +15.7% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −9.1% | — |
| Volatility · 1Y | 13.6% | — |
| Holdings | 117 | 0 |
| Assets | $28M | $309M |
| Leverage | None | None |
| Since | 2023 | 2003 |
Highlighted = best in the row. Returns include dividends.