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MDYG and IJK share 99.8% of their holdings.
| Side by side | CALF | MDYG | IJK | TMSL |
|---|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Mid cap | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.59% | 0.15% | 0.16% | 0.55% |
| Cost per year on $10k | $59 | $15 | $16 | $55 |
| Trailing 12-mo yield | 1.09% | 0.67% | 0.58% | 0.48% |
| Income per year on $10k | $109 | $67 | $58 | $48 |
| YTD | +32.3% | +14.0% | +14.0% | +17.7% |
| 1 year | +34.8% | +14.3% | +14.1% | +19.1% |
| 3 years · per year | +15.0% | +17.5% | +17.5% | +21.8% |
| 5 years · per year | +7.5% | +6.5% | +6.5% | — |
| Worst drop · 1Y | −7.9% | −10.2% | −10.2% | −11.2% |
| Volatility · 1Y | 15.8% | 17.7% | 17.6% | 18.1% |
| Holdings | 201 | 247 | 249 | 288 |
| Assets | $3.8B | $2.8B | $10.6B | $3.2B |
| Leverage | None | None | None | None |
| Since | 2017 | 2005 | 2000 | 2023 |
Highlighted = best in the row. Returns include dividends.