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JPSV and SVAL share 11.9% of their holdings.
| Side by side | JPSV | SVAL |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.55% | 0.20% |
| Cost per year on $10k | $55 | $20 |
| Trailing 12-mo yield | 1.17% | 2.15% |
| Income per year on $10k | $117 | $215 |
| YTD | +21.3% | +27.8% |
| 1 year | +26.1% | +34.3% |
| 3 years · per year | +16.1% | +22.1% |
| 5 years · per year | — | +8.8% |
| Worst drop · 1Y | −9.1% | −9.0% |
| Volatility · 1Y | 13.5% | 14.8% |
| Holdings | 117 | 244 |
| Assets | $29M | $165M |
| Leverage | None | None |
| Since | 2023 | 2020 |
Highlighted = best in the row. Returns include dividends.