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MRGR and JSML share 2.7% of their holdings.
| Side by side | MRGR | JSML |
|---|---|---|
| Strategy | Unsorted | US Stock Styles · Small cap |
| Expense ratio | 0.75% | 0.30% |
| Cost per year on $10k | $75 | $30 |
| Trailing 12-mo yield | 2.71% | 0.31% |
| Income per year on $10k | $271 | $31 |
| YTD | +1.7% | +18.1% |
| 1 year | +3.9% | +16.8% |
| 3 years · per year | +7.2% | +23.1% |
| 5 years · per year | +3.7% | +6.0% |
| Worst drop · 1Y | −1.8% | −14.8% |
| Volatility · 1Y | 4.1% | 22.0% |
| Holdings | 52 | 121 |
| Assets | $16M | $367M |
| Leverage | None | None |
| Since | 2012 | 2016 |
Highlighted = best in the row. Returns include dividends.