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EQTY and UFOD share 7.1% of their holdings.
| Side by side | EQTY | JHMM | UFOD |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Mid cap | Unsorted |
| Expense ratio | 0.99% | 0.41% | 0.99% |
| Cost per year on $10k | $99 | $41 | $99 |
| Trailing 12-mo yield | 0.02% | 0.88% | 0.00% |
| Income per year on $10k | $2 | $88 | $0 |
| YTD | +10.9% | +14.2% | — |
| 1 year | +13.2% | +15.8% | — |
| 3 years · per year | +19.2% | +19.3% | — |
| 5 years · per year | — | +7.5% | — |
| Worst drop · 1Y | −11.9% | −8.6% | — |
| Volatility · 1Y | 12.9% | 13.8% | — |
| Holdings | 0 | 661 | 41 |
| Assets | $1.4B | $6.0B | $2M |
| Leverage | None | None | None |
| Since | 2011 | 2015 | 2026 |
Highlighted = best in the row. Returns include dividends.