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RFG and IJH share 31.4% of their holdings.
| Side by side | RFG | IJH |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.35% | 0.05% |
| Cost per year on $10k | $35 | $5 |
| Trailing 12-mo yield | 0.11% | 1.22% |
| Income per year on $10k | $11 | $122 |
| YTD | +10.6% | +13.3% |
| 1 year | +11.4% | +14.5% |
| 3 years · per year | +15.7% | +17.6% |
| 5 years · per year | +5.0% | +7.4% |
| Worst drop · 1Y | −13.5% | −8.8% |
| Volatility · 1Y | 20.3% | 15.0% |
| Holdings | 102 | 407 |
| Assets | $322M | $125B |
| Leverage | None | None |
| Since | 2006 | 2000 |
Highlighted = best in the row. Returns include dividends.