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XSMO and SLYG share 25.6% of their holdings.
| Side by side | JSMD | XSMO | SLYG |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.30% | 0.35% | 0.15% |
| Cost per year on $10k | $30 | $35 | $15 |
| Trailing 12-mo yield | 0.38% | 0.64% | 0.71% |
| Income per year on $10k | $38 | $64 | $71 |
| YTD | +8.2% | +12.1% | +17.8% |
| 1 year | +5.7% | +13.2% | +19.5% |
| 3 years · per year | +18.0% | +21.9% | +18.0% |
| 5 years · per year | +6.0% | +8.3% | +5.2% |
| Worst drop · 1Y | −14.9% | −16.0% | −11.0% |
| Volatility · 1Y | 22.2% | 19.7% | 16.7% |
| Holdings | 122 | 114 | 350 |
| Assets | $1.1B | $2.8B | $4.8B |
| Leverage | None | None | None |
| Since | 2016 | 2005 | 2000 |
Highlighted = best in the row. Returns include dividends.