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XHS and JSML share 6.4% of their holdings.
| Side by side | SOVF | MRGR | XHS | JSML |
|---|---|---|---|---|
| Strategy | Unsorted | Unsorted | Sectors · Health care | US Stock Styles · Small cap |
| Expense ratio | 0.75% | 0.75% | 0.35% | 0.30% |
| Cost per year on $10k | $75 | $75 | $35 | $30 |
| Trailing 12-mo yield | 0.71% | 2.69% | 0.15% | 0.30% |
| Income per year on $10k | $71 | $269 | $15 | $30 |
| YTD | +9.1% | +2.3% | +35.2% | +21.8% |
| 1 year | +6.5% | +5.3% | +37.6% | +17.6% |
| 3 years · per year | +9.9% | +7.3% | +21.7% | +23.7% |
| 5 years · per year | — | +3.8% | +6.7% | +6.7% |
| Worst drop · 1Y | −13.8% | −1.8% | −12.0% | −14.8% |
| Volatility · 1Y | 14.6% | 4.0% | 17.6% | 21.9% |
| Holdings | 0 | 52 | 61 | 121 |
| Assets | $90M | $16M | $234M | $378M |
| Leverage | None | None | None | None |
| Since | 2023 | 2012 | 2011 | 2016 |
Highlighted = best in the row. Returns include dividends.