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JSMD and SRHQ share 10.2% of their holdings.
| Side by side | JSMD | SPIT | SRHQ |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Unsorted | US Stock Styles · Factor |
| Expense ratio | 0.30% | 0.89% | 0.35% |
| Cost per year on $10k | $30 | $89 | $35 |
| Trailing 12-mo yield | 0.36% | 6.25% | 0.69% |
| Income per year on $10k | $36 | $625 | $69 |
| YTD | +11.7% | +15.0% | +27.0% |
| 1 year | +7.2% | +15.6% | +28.5% |
| 3 years · per year | +18.4% | — | +22.6% |
| 5 years · per year | +6.8% | — | — |
| Worst drop · 1Y | −14.9% | −19.5% | −7.5% |
| Volatility · 1Y | 22.1% | 25.2% | 14.7% |
| Holdings | 122 | 0 | 80 |
| Assets | $1.1B | $32M | $223M |
| Leverage | None | None | None |
| Since | 2016 | 2025 | 2022 |
Highlighted = best in the row. Returns include dividends.