Loading…
BLDG and JPSE share 6.6% of their holdings.
| Side by side | BLDG | JPSE |
|---|---|---|
| Strategy | Sectors · Real estate | US Stock Styles · Small cap |
| Expense ratio | 0.59% | 0.29% |
| Cost per year on $10k | $59 | $29 |
| Trailing 12-mo yield | 5.65% | 1.42% |
| Income per year on $10k | $565 | $142 |
| YTD | +6.2% | +16.9% |
| 1 year | +4.4% | +17.0% |
| 3 years · per year | +11.3% | +17.6% |
| 5 years · per year | +1.8% | +6.9% |
| Worst drop · 1Y | −10.7% | −8.0% |
| Volatility · 1Y | 11.8% | 14.2% |
| Holdings | 77 | 544 |
| Assets | $51M | $576M |
| Leverage | None | None |
| Since | 2020 | 2016 |
Highlighted = best in the row. Returns include dividends.