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JSMD and KDVD share 6.7% of their holdings.
| Side by side | JSMD | AVSC | KDVD |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Small cap | Income · Dividend stocks |
| Expense ratio | 0.30% | 0.25% | 0.90% |
| Cost per year on $10k | $30 | $25 | $90 |
| Trailing 12-mo yield | 0.36% | 0.97% | 1.85% |
| Income per year on $10k | $36 | $97 | $185 |
| YTD | +11.7% | +23.6% | +19.2% |
| 1 year | +7.2% | +25.0% | — |
| 3 years · per year | +18.4% | +21.3% | — |
| 5 years · per year | +6.8% | — | — |
| Worst drop · 1Y | −14.9% | −8.1% | — |
| Volatility · 1Y | 22.1% | 15.6% | — |
| Holdings | 122 | 1,545 | 0 |
| Assets | $1.1B | $3.2B | $9M |
| Leverage | None | None | None |
| Since | 2016 | 2022 | 2025 |
Highlighted = best in the row. Returns include dividends.