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PJFM and IJH share 7.9% of their holdings.
| Side by side | PJFM | VO | IJH |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.49% | 0.03% | 0.05% |
| Cost per year on $10k | $49 | $3 | $5 |
| Trailing 12-mo yield | 0.59% | 1.35% | 1.22% |
| Income per year on $10k | $59 | $135 | $122 |
| YTD | +5.6% | +13.7% | +12.9% |
| 1 year | +8.9% | +14.4% | +16.1% |
| 3 years · per year | — | +20.1% | +17.8% |
| 5 years · per year | — | +6.8% | +7.2% |
| Worst drop · 1Y | −10.8% | −8.2% | −8.8% |
| Volatility · 1Y | 17.3% | 12.4% | 15.0% |
| Holdings | 0 | 307 | 407 |
| Assets | $20M | $217B | $124B |
| Leverage | None | None | None |
| Since | 2023 | 2004 | 2000 |
Highlighted = best in the row. Returns include dividends.