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RWJ and IJS share 57.7% of their holdings.
| Side by side | RWJ | IJS |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.39% | 0.18% |
| Cost per year on $10k | $39 | $18 |
| Trailing 12-mo yield | 1.09% | 1.38% |
| Income per year on $10k | $109 | $138 |
| YTD | +23.6% | +19.3% |
| 1 year | +27.4% | +23.9% |
| 3 years · per year | +22.0% | +19.2% |
| 5 years · per year | +9.0% | +6.6% |
| Worst drop · 1Y | −11.3% | −9.3% |
| Volatility · 1Y | 17.0% | 15.8% |
| Holdings | 600 | 476 |
| Assets | $2.1B | $7.7B |
| Leverage | None | None |
| Since | 2008 | 2000 |
Highlighted = best in the row. Returns include dividends.