Loading…
CALF and IJK share 7.0% of their holdings.
| Side by side | CALF | IJK |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Mid cap |
| Expense ratio | 0.59% | 0.16% |
| Cost per year on $10k | $59 | $16 |
| Trailing 12-mo yield | 1.09% | 0.58% |
| Income per year on $10k | $109 | $58 |
| YTD | +32.3% | +14.0% |
| 1 year | +34.8% | +14.1% |
| 3 years · per year | +15.0% | +17.5% |
| 5 years · per year | +7.5% | +6.5% |
| Worst drop · 1Y | −7.9% | −10.2% |
| Volatility · 1Y | 15.8% | 17.6% |
| Holdings | 201 | 249 |
| Assets | $3.8B | $10.6B |
| Leverage | None | None |
| Since | 2017 | 2000 |
Highlighted = best in the row. Returns include dividends.