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RWJ and VIOV share 56.8% of their holdings.
| Side by side | RWJ | VIOV |
|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.39% | 0.10% |
| Cost per year on $10k | $39 | $10 |
| Trailing 12-mo yield | 1.10% | 1.63% |
| Income per year on $10k | $110 | $163 |
| YTD | +22.5% | +19.2% |
| 1 year | +23.0% | +21.1% |
| 3 years · per year | +21.4% | +19.0% |
| 5 years · per year | +9.1% | +6.9% |
| Worst drop · 1Y | −11.3% | −9.3% |
| Volatility · 1Y | 17.0% | 15.8% |
| Holdings | 600 | 461 |
| Assets | $2.1B | $1.8B |
| Leverage | None | None |
| Since | 2008 | 2010 |
Highlighted = best in the row. Returns include dividends.