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HVAC and XLI share 21.0% of their holdings.
| Side by side | HVAC | XLI |
|---|---|---|
| Strategy | Sectors · Industrials | Sectors · Industrials |
| Expense ratio | 2.06% | 0.08% |
| Cost per year on $10k | $206 | $8 |
| Trailing 12-mo yield | 0.21% | 1.11% |
| Income per year on $10k | $21 | $111 |
| YTD | −2.2% | +10.3% |
| 1 year | −7.5% | +11.0% |
| 3 years · per year | — | +22.1% |
| 5 years · per year | — | +11.7% |
| Worst drop · 1Y | −30.7% | −12.2% |
| Volatility · 1Y | 36.4% | 17.3% |
| Holdings | 27 | 83 |
| Assets | $11M | $31.5B |
| Leverage | None | None |
| Since | 2025 | 1998 |
Highlighted = best in the row. Returns include dividends.