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SSMG and JIII share 0.2% of their holdings.
| Side by side | SSMG | JIII |
|---|---|---|
| Strategy | US Stock Styles · Growth | Income · Dividend stocks |
| Expense ratio | 0.39% | 0.56% |
| Cost per year on $10k | $39 | $56 |
| Trailing 12-mo yield | 0.00% | 7.18% |
| Income per year on $10k |
| $0 |
| $718 |
| YTD | — | +0.7% |
| 1 year | — | +0.9% |
| 3 years · per year | — | — |
| 5 years · per year | — | — |
| Worst drop · 1Y | — | −2.6% |
| Volatility · 1Y | — | 3.8% |
| Holdings | 82 | 538 |
| Assets | $3M | $339M |
| Leverage | None | None |
| Since | 2026 | 2024 |
Highlighted = best in the row. Returns include dividends.