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SMCO and IJH share 8.9% of their holdings.
| Side by side | SMCO | IJH |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.55% | 0.05% |
| Cost per year on $10k | $55 | $5 |
| Trailing 12-mo yield | 0.95% | 1.22% |
| Income per year on $10k | $95 | $122 |
| YTD | +6.0% | +12.9% |
| 1 year | +7.4% | +16.1% |
| 3 years · per year | — | +17.8% |
| 5 years · per year | — | +7.2% |
| Worst drop · 1Y | −11.5% | −8.8% |
| Volatility · 1Y | 15.3% | 15.0% |
| Holdings | 0 | 407 |
| Assets | $148M | $124B |
| Leverage | None | None |
| Since | 2023 | 2000 |
Highlighted = best in the row. Returns include dividends.