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JMEE and SEIS share 18.4% of their holdings.
| Side by side | JMEE | AQWA | OASC | SEIS |
|---|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Unsorted | US Stock Styles · Mid cap | US Stock Styles · Small cap |
| Expense ratio | 0.35% | 0.50% | 1.38% | 0.55% |
| Cost per year on $10k | $35 | $50 | $138 | $55 |
| Trailing 12-mo yield | 0.96% | 1.60% | 0.45% | 0.31% |
| Income per year on $10k | $96 | $160 | $45 | $31 |
| YTD | +17.7% | −0.1% | +18.6% | +15.4% |
| 1 year | +19.5% | −4.6% | +21.1% | +14.8% |
| 3 years · per year | +19.3% | +12.3% | — | — |
| 5 years · per year | — | +3.9% | — | — |
| Worst drop · 1Y | −8.2% | −14.0% | −7.7% | −11.2% |
| Volatility · 1Y | 15.0% | 14.8% | 16.8% | 18.3% |
| Holdings | 674 | 40 | 10 | 364 |
| Assets | $2.9B | $21M | $101M | $630M |
| Leverage | None | None | None | None |
| Since | 1998 | 2021 | 2024 | 2024 |
Highlighted = best in the row. Returns include dividends.