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JSMD and IJT share 15.8% of their holdings.
| Side by side | JSMD | IJT |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Small cap |
| Expense ratio | 0.30% | 0.18% |
| Cost per year on $10k | $30 | $18 |
| Trailing 12-mo yield | 0.38% | 0.76% |
| Income per year on $10k | $38 | $76 |
| YTD | +8.2% | +17.7% |
| 1 year | +5.7% | +19.5% |
| 3 years · per year | +18.0% | +17.9% |
| 5 years · per year | +6.0% | +5.1% |
| Worst drop · 1Y | −14.9% | −11.0% |
| Volatility · 1Y | 22.2% | 16.8% |
| Holdings | 122 | 361 |
| Assets | $1.1B | $7.5B |
| Leverage | None | None |
| Since | 2016 | 2000 |
Highlighted = best in the row. Returns include dividends.