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| Side by side | ISMD |
|---|---|
| Strategy | US Stock Styles · Mid cap |
| Expense ratio | 0.53% |
| Cost per year on $10k | $53 |
| Trailing 12-mo yield | 1.40% |
| Income per year on $10k |
| $140 |
| YTD | +24.7% |
| 1 year | +24.4% |
| 3 years · per year | +19.8% |
| 5 years · per year | +8.4% |
| Worst drop · 1Y | −9.7% |
| Volatility · 1Y | 16.7% |
| Holdings | 11 |
| Assets | $330M |
| Leverage | None |
| Since | 2017 |
Highlighted = best in the row. Returns include dividends.