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MRGR and JSML share 2.7% of their holdings.
| Side by side | MRGR | JSML |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Small cap |
| Expense ratio | 0.75% | 0.30% |
| Cost per year on $10k | $75 | $30 |
| Trailing 12-mo yield | 2.69% | 0.30% |
| Income per year on $10k | $269 | $30 |
| YTD | +2.3% | +21.8% |
| 1 year | +5.3% | +17.6% |
| 3 years · per year | +7.3% | +23.7% |
| 5 years · per year | +3.8% | +6.7% |
| Worst drop · 1Y | −1.8% | −14.8% |
| Volatility · 1Y | 4.0% | 21.9% |
| Holdings | 52 | 121 |
| Assets | $16M | $378M |
| Leverage | None | None |
| Since | 2012 | 2016 |
Highlighted = best in the row. Returns include dividends.