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JSMD and SRHQ share 10.2% of their holdings.
| Side by side | JSMD | SRHQ |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Factor |
| Expense ratio | 0.30% | 0.35% |
| Cost per year on $10k | $30 | $35 |
| Trailing 12-mo yield | 0.38% | 0.68% |
| Income per year on $10k | $38 | $68 |
| YTD | +8.2% | +28.5% |
| 1 year | +5.7% | +31.7% |
| 3 years · per year | +18.0% | +23.5% |
| 5 years · per year | +6.0% | — |
| Worst drop · 1Y | −14.9% | −7.5% |
| Volatility · 1Y | 22.2% | 14.6% |
| Holdings | 122 | 80 |
| Assets | $1.1B | $225M |
| Leverage | None | None |
| Since | 2016 | 2022 |
Highlighted = best in the row. Returns include dividends.