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| Side by side | JPIE |
|---|---|
| Strategy | Income · Dividend stocks |
| Expense ratio | 0.40% |
| Cost per year on $10k | $40 |
| Trailing 12-mo yield | 5.67% |
| Income per year on $10k | $567 |
| YTD | +1.8% |
| 1 year | +2.8% |
| 3 years · per year | +6.9% |
| 5 years · per year | +3.2% |
| Worst drop · 1Y | −1.9% |
| Volatility · 1Y | 1.9% |
| Holdings | 2,731 |
| Assets | $11.4B |
| Leverage | None |
| Since | 2021 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.