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VB and IJR share 18.2% of their holdings.
| Side by side | JPSV | VB | IJR |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.55% | 0.03% | 0.06% |
| Cost per year on $10k | $55 | $3 | $6 |
| Trailing 12-mo yield | 1.18% | 1.24% | 1.20% |
| Income per year on $10k | $118 | $124 | $120 |
| YTD | +20.3% | +15.4% | +19.1% |
| 1 year | +22.8% | +15.9% | +19.4% |
| 3 years · per year | +15.7% | +19.5% | +18.5% |
| 5 years · per year | — | +6.7% | +6.3% |
| Worst drop · 1Y | −9.1% | −9.0% | −9.7% |
| Volatility · 1Y | 13.6% | 15.7% | 15.8% |
| Holdings | 117 | 1,357 | 640 |
| Assets | $28M | $176B | $106B |
| Leverage | None | None | None |
| Since | 2023 | 2004 | 2000 |
Highlighted = best in the row. Returns include dividends.