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WSMD and IJH share 12.7% of their holdings.
| Side by side | WSMD | IJH |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.75% | 0.05% |
| Cost per year on $10k | $75 | $5 |
| Trailing 12-mo yield | 0.00% | 1.22% |
| Income per year on $10k | $0 | $122 |
| YTD | — | +13.3% |
| 1 year | — | +14.5% |
| 3 years · per year | — | +17.6% |
| 5 years · per year | — | +7.4% |
| Worst drop · 1Y | — | −8.8% |
| Volatility · 1Y | — | 15.0% |
| Holdings | 0 | 407 |
| Assets | $13M | $125B |
| Leverage | None | None |
| Since | 2026 | 2000 |
Highlighted = best in the row. Returns include dividends.