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AEMV and PJFM share 9.2% of their holdings.
| Side by side | LOPP | AEMV | PJFM |
|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.90% | 0.38% | 0.49% |
| Cost per year on $10k | $90 | $38 | $49 |
| Trailing 12-mo yield | 0.76% | 0.00% | 0.58% |
| Income per year on $10k | $76 | $0 | $58 |
| YTD | +9.2% | — | +7.6% |
| 1 year | +9.7% | — | +11.2% |
| 3 years · per year | +19.3% | — | — |
| 5 years · per year | +6.1% | — | — |
| Worst drop · 1Y | −11.8% | — | −10.8% |
| Volatility · 1Y | 17.1% | — | 17.2% |
| Holdings | 0 | 104 | 0 |
| Assets | $15M | $3M | $20M |
| Leverage | None | None | None |
| Since | 2021 | 2026 | 2023 |
Highlighted = best in the row. Returns include dividends.