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LSEQ and FCFY share 13.3% of their holdings.
| Side by side | JSMD | LSEQ | FCFY |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Unsorted | US Stock Styles · Large cap |
| Expense ratio | 0.30% | 2.28% | 0.60% |
| Cost per year on $10k | $30 | $228 | $60 |
| Trailing 12-mo yield | 0.38% | 1.76% | 1.21% |
| Income per year on $10k | $38 | $176 | $121 |
| YTD | +8.2% | +25.0% | +15.3% |
| 1 year | +5.7% | +22.8% | +20.0% |
| 3 years · per year | +18.0% | — | +20.7% |
| 5 years · per year | +6.0% | — | — |
| Worst drop · 1Y | −14.9% | −10.9% | −11.9% |
| Volatility · 1Y | 22.2% | 17.9% | 16.6% |
| Holdings | 122 | 143 | 101 |
| Assets | $1.1B | $17M | $2M |
| Leverage | None | None | None |
| Since | 2016 | 2015 | 2023 |
Highlighted = best in the row. Returns include dividends.