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SEIV and JHMM share 13.9% of their holdings.
| Side by side | SEIV | JHMM |
|---|---|---|
| Strategy | Low-Cost Core · US large cap | US Stock Styles · Mid cap |
| Expense ratio | 0.15% | 0.41% |
| Cost per year on $10k | $15 | $41 |
| Trailing 12-mo yield | 1.57% | 0.89% |
| Income per year on $10k | $157 | $89 |
| YTD | +20.9% | +13.3% |
| 1 year | +27.5% | +16.4% |
| 3 years · per year | +29.0% | +19.5% |
| 5 years · per year | — | +7.2% |
| Worst drop · 1Y | −6.9% | −8.6% |
| Volatility · 1Y | 12.6% | 13.8% |
| Holdings | 122 | 661 |
| Assets | $1.6B | $6.0B |
| Leverage | None | None |
| Since | 2022 | 2015 |
Highlighted = best in the row. Returns include dividends.