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SRHQ and JSML share 7.2% of their holdings.
| Side by side | SRHQ | JSML |
|---|---|---|
| Strategy | US Stock Styles · Factor | US Stock Styles · Small cap |
| Expense ratio | 0.35% | 0.30% |
| Cost per year on $10k | $35 | $30 |
| Trailing 12-mo yield | 0.68% | 0.31% |
| Income per year on $10k | $68 | $31 |
| YTD | +28.5% | +18.1% |
| 1 year | +31.7% | +16.8% |
| 3 years · per year | +23.5% | +23.1% |
| 5 years · per year | — | +6.0% |
| Worst drop · 1Y | −7.5% | −14.8% |
| Volatility · 1Y | 14.6% | 22.0% |
| Holdings | 80 | 121 |
| Assets | $225M | $367M |
| Leverage | None | None |
| Since | 2022 | 2016 |
Highlighted = best in the row. Returns include dividends.