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SPMD and IJH share 99.8% of their holdings.
| Side by side | PSI | SPMD | IJH |
|---|---|---|---|
| Strategy | Thematic · AI & semis | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.55% | 0.03% | 0.05% |
| Cost per year on $10k | $55 | $3 | $5 |
| Trailing 12-mo yield | 0.02% | 1.29% | 1.22% |
| Income per year on $10k | $2 | $129 | $122 |
| YTD | +63.8% | +13.4% | +13.3% |
| 1 year | +66.7% | +14.5% | +14.5% |
| 3 years · per year | +47.8% | +17.6% | +17.6% |
| 5 years · per year | +24.6% | +7.4% | +7.4% |
| Worst drop · 1Y | −37.6% | −8.9% | −8.8% |
| Volatility · 1Y | 54.0% | 15.0% | 15.0% |
| Holdings | 31 | 400 | 407 |
| Assets | $2.5B | $18.9B | $125B |
| Leverage | None | None | None |
| Since | 2005 | 2005 | 2000 |
Highlighted = best in the row. Returns include dividends.