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SLYG and IJT share 99.3% of their holdings.
| Side by side | XSMO | SLYG | IJT | FESM |
|---|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap | US Stock Styles · Small cap | US Stock Styles · Small cap |
| Expense ratio | 0.35% | 0.15% | 0.18% | 0.28% |
| Cost per year on $10k | $35 | $15 | $18 | $28 |
| Trailing 12-mo yield | 0.62% | 0.70% | 0.75% | 0.85% |
| Income per year on $10k | $62 | $70 | $75 | $85 |
| YTD | +15.2% | +19.1% | +18.9% | +23.3% |
| 1 year | +12.9% | +17.7% | +17.5% | +23.9% |
| 3 years · per year | +22.3% | +17.9% | +17.9% | — |
| 5 years · per year | +9.2% | +5.6% | +5.5% | — |
| Worst drop · 1Y | −16.0% | −11.0% | −11.0% | −10.2% |
| Volatility · 1Y | 19.7% | 16.8% | 16.9% | 17.9% |
| Holdings | 114 | 350 | 361 | 632 |
| Assets | $2.9B | $4.7B | $7.6B | $6.4B |
| Leverage | None | None | None | None |
| Since | 2005 | 2000 | 2000 | 2007 |
Highlighted = best in the row. Returns include dividends.