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JDVL and CGMM share 4.4% of their holdings.
| Side by side | JDVL | CGMM |
|---|---|---|
| Strategy | US Stock Styles · Value | US Stock Styles · Mid cap |
| Expense ratio | 0.56% | 0.51% |
| Cost per year on $10k | $56 | $51 |
| Trailing 12-mo yield |
| 1.46% |
| 0.39% |
| Income per year on $10k | $146 | $39 |
| YTD | +17.0% | +8.7% |
| 1 year | +20.8% | +12.3% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −9.2% | −10.1% |
| Volatility · 1Y | 14.1% | 15.9% |
| Holdings | 40 | 86 |
| Assets | $1.0B | $3.6B |
| Leverage | None | None |
| Since | 2025 | 2025 |
Highlighted = best in the row. Returns include dividends.