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JMEE and OASC share 10.3% of their holdings.
| Side by side | JMEE | OASC |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.34% | 1.38% |
| Cost per year on $10k | $34 | $138 |
| Trailing 12-mo yield |
| 0.96% |
| 0.46% |
| Income per year on $10k | $96 | $46 |
| YTD | +17.0% | +15.7% |
| 1 year | +20.8% | +20.9% |
| 3 years · per year | +19.4% | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | −8.2% | −7.7% |
| Volatility · 1Y | 15.0% | 16.9% |
| Holdings | 674 | 10 |
| Assets | $2.9B | $101M |
| Leverage | None | None |
| Since | 1998 | 2024 |
Highlighted = best in the row. Returns include dividends.