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SOVF and JSML share 4.3% of their holdings.
| Side by side | SOVF | JSML |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Small cap |
| Expense ratio | 0.75% | 0.30% |
| Cost per year on $10k | $75 | $30 |
| Trailing 12-mo yield | 0.71% | 0.30% |
| Income per year on $10k | $71 | $30 |
| YTD | +9.1% | +21.8% |
| 1 year | +6.5% | +17.6% |
| 3 years · per year | +9.9% | +23.7% |
| 5 years · per year | — | +6.7% |
| Worst drop · 1Y | −13.8% | −14.8% |
| Volatility · 1Y | 14.6% | 21.9% |
| Holdings | 0 | 121 |
| Assets | $90M | $378M |
| Leverage | None | None |
| Since | 2023 | 2016 |
Highlighted = best in the row. Returns include dividends.