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CGMM and IJJ share 6.0% of their holdings.
| Side by side | CGMM | IJJ |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.51% | 0.18% |
| Cost per year on $10k | $51 | $18 |
| Trailing 12-mo yield | 0.39% | 1.60% |
| Income per year on $10k | $39 | $160 |
| YTD | +8.7% | +13.1% |
| 1 year | +12.3% | +17.7% |
| 3 years · per year | — | +18.0% |
| 5 years · per year | — | +8.1% |
| Worst drop · 1Y | −10.1% | −10.6% |
| Volatility · 1Y | 15.9% | 14.0% |
| Holdings | 86 | 302 |
| Assets | $3.6B | $8.8B |
| Leverage | None | None |
| Since | 2025 | 2000 |
Highlighted = best in the row. Returns include dividends.