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NUMV and IJH share 0.5% of their holdings.
| Side by side | NUMV | IJH |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.31% | 0.05% |
| Cost per year on $10k | $31 | $5 |
| Trailing 12-mo yield | 1.32% | 1.22% |
| Income per year on $10k | $132 | $122 |
| YTD | +15.8% | +13.3% |
| 1 year | +18.9% | +14.5% |
| 3 years · per year | +21.0% | +17.6% |
| 5 years · per year | +6.9% | +7.4% |
| Worst drop · 1Y | −8.7% | −8.8% |
| Volatility · 1Y | 12.4% | 15.0% |
| Holdings | 89 | 407 |
| Assets | $425M | $125B |
| Leverage | None | None |
| Since | 2016 | 2000 |
Highlighted = best in the row. Returns include dividends.