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JPSE and IJR share 41.5% of their holdings.
| Side by side | JPSE | VB | IJR |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.29% | 0.03% | 0.06% |
| Cost per year on $10k | $29 | $3 | $6 |
| Trailing 12-mo yield | 1.42% | 1.24% | 1.20% |
| Income per year on $10k | $142 | $124 | $120 |
| YTD | +16.9% | +15.4% | +19.1% |
| 1 year | +17.0% | +15.9% | +19.4% |
| 3 years · per year | +17.6% | +19.5% | +18.5% |
| 5 years · per year | +6.9% | +6.7% | +6.3% |
| Worst drop · 1Y | −8.0% | −9.0% | −9.7% |
| Volatility · 1Y | 14.2% | 15.7% | 15.8% |
| Holdings | 544 | 1,357 | 640 |
| Assets | $576M | $176B | $106B |
| Leverage | None | None | None |
| Since | 2016 | 2004 | 2000 |
Highlighted = best in the row. Returns include dividends.