Loading…
XLF and VFH share 85.7% of their holdings.
| Side by side | FXO | XLF | VFH |
|---|---|---|---|
| Strategy | Sectors · Financials | Sectors · Financials | Sectors · Financials |
| Expense ratio | 0.60% | 0.08% | 0.09% |
| Cost per year on $10k | $60 | $8 | $9 |
| Trailing 12-mo yield | 2.14% | 1.43% | 1.68% |
| Income per year on $10k | $214 | $143 | $168 |
| YTD | +10.1% | +6.4% | +6.1% |
| 1 year | +17.4% | +12.0% | +12.0% |
| 3 years · per year | +24.5% | +23.5% | +24.0% |
| 5 years · per year | +8.8% | +9.1% | +9.0% |
| Worst drop · 1Y | −11.7% | −14.8% | −14.7% |
| Volatility · 1Y | 14.7% | 14.6% | 14.7% |
| Holdings | 105 | 76 | 404 |
| Assets | $1.1B | $53.1B | $13.9B |
| Leverage | None | None | None |
| Since | 2007 | 1998 | 2004 |
Highlighted = best in the row. Returns include dividends.