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REGL and IJJ share 20.9% of their holdings.
| Side by side | SMIG | REGL | IJJ |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Income · Dividend stocks | US Stock Styles · Mid cap |
| Expense ratio | 0.60% | 0.40% | 0.18% |
| Cost per year on $10k | $60 | $40 | $18 |
| Trailing 12-mo yield | 1.67% | 2.17% | 1.61% |
| Income per year on $10k | $167 | $217 | $161 |
| YTD | +14.2% | +10.7% | +12.2% |
| 1 year | +14.1% | +12.9% | +14.5% |
| 3 years · per year | +16.0% | +15.3% | +17.3% |
| 5 years · per year | +7.1% | +7.7% | +8.0% |
| Worst drop · 1Y | −8.5% | −9.7% | −10.6% |
| Volatility · 1Y | 11.5% | 12.5% | 14.0% |
| Holdings | 39 | 67 | 301 |
| Assets | $1.5B | $1.7B | $8.7B |
| Leverage | None | None | None |
| Since | 2021 | 2015 | 2000 |
Highlighted = best in the row. Returns include dividends.