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| Side by side | RWJ |
|---|---|
| Strategy | US Stock Styles · Small cap |
| Expense ratio | 0.39% |
| Cost per year on $10k | $39 |
| Trailing 12-mo yield | 1.10% |
| Income per year on $10k | $110 |
| YTD | +22.5% |
| 1 year | +23.0% |
| 3 years · per year | +21.4% |
| 5 years · per year | +9.1% |
| Worst drop · 1Y | −11.3% |
| Volatility · 1Y | 17.0% |
| Holdings | 600 |
| Assets | $2.1B |
| Leverage | None |
| Since | 2008 |
Highlighted = best in the row. Returns include dividends.