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AIMS and IJR share 10.5% of their holdings.
| Side by side | AIMS | IJR |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.75% | 0.06% |
| Cost per year on $10k | $75 | $6 |
| Trailing 12-mo yield | 0.00% | 1.21% |
| Income per year on $10k | $0 | $121 |
| YTD | — | +18.7% |
| 1 year | — | +21.9% |
| 3 years · per year | — | +18.7% |
| 5 years · per year | — | +6.0% |
| Worst drop · 1Y | — | −9.7% |
| Volatility · 1Y | — | 15.8% |
| Holdings | 0 | 641 |
| Assets | $84M | $106B |
| Leverage | None | None |
| Since | 2026 | 2000 |
Highlighted = best in the row. Returns include dividends.