Loading…
MMSC and IJR share 16.4% of their holdings.
| Side by side | MMSC | IJR |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.95% | 0.06% |
| Cost per year on $10k | $95 | $6 |
| Trailing 12-mo yield | 0.00% | 1.20% |
| Income per year on $10k | $0 | $120 |
| YTD | +13.7% | +19.1% |
| 1 year | +10.4% | +19.4% |
| 3 years · per year | +22.9% | +18.5% |
| 5 years · per year | +5.6% | +6.3% |
| Worst drop · 1Y | −14.3% | −9.7% |
| Volatility · 1Y | 23.8% | 15.8% |
| Holdings | 200 | 640 |
| Assets | $52M | $106B |
| Leverage | None | None |
| Since | 2021 | 2000 |
Highlighted = best in the row. Returns include dividends.