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JSML and IJR share 11.8% of their holdings.
| Side by side | JSML | IJR |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.30% | 0.06% |
| Cost per year on $10k | $30 | $6 |
| Trailing 12-mo yield | 0.30% | 1.20% |
| Income per year on $10k | $30 | $120 |
| YTD | +21.8% | +19.1% |
| 1 year | +17.6% | +19.4% |
| 3 years · per year | +23.7% | +18.5% |
| 5 years · per year | +6.7% | +6.3% |
| Worst drop · 1Y | −14.8% | −9.7% |
| Volatility · 1Y | 21.9% | 15.8% |
| Holdings | 121 | 640 |
| Assets | $378M | $106B |
| Leverage | None | None |
| Since | 2016 | 2000 |
Highlighted = best in the row. Returns include dividends.