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ROSC and IJR share 18.7% of their holdings.
| Side by side | ROSC | VB | IJR |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.34% | 0.03% | 0.06% |
| Cost per year on $10k | $34 | $3 | $6 |
| Trailing 12-mo yield | 1.90% | 1.25% | 1.21% |
| Income per year on $10k | $190 | $125 | $121 |
| YTD | +20.4% | +14.2% | +18.7% |
| 1 year | +28.1% | +16.8% | +21.9% |
| 3 years · per year | +19.9% | +19.7% | +18.7% |
| 5 years · per year | +9.3% | +6.3% | +6.0% |
| Worst drop · 1Y | −7.8% | −9.0% | −9.7% |
| Volatility · 1Y | 13.4% | 15.7% | 15.8% |
| Holdings | 317 | 1,357 | 641 |
| Assets | $48M | $176B | $106B |
| Leverage | None | None | None |
| Since | 2015 | 2004 | 2000 |
Highlighted = best in the row. Returns include dividends.