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| Side by side | SMIZ |
|---|---|
| Strategy | US Stock Styles · Mid cap |
| Expense ratio | 0.60% |
| Cost per year on $10k | $60 |
| Trailing 12-mo yield | 0.55% |
| Income per year on $10k | $55 |
| YTD | +12.9% |
| 1 year | +10.9% |
| 3 years · per year | +20.9% |
| 5 years · per year | — |
| Worst drop · 1Y | −10.5% |
| Volatility · 1Y | 17.7% |
| Holdings | 0 |
| Assets | $277M |
| Leverage | None |
| Since | 2023 |
Highlighted = best in the row. Returns include dividends.