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IBUY and XSHQ share 2.4% of their holdings.
| Side by side | IBUY | XSHQ |
|---|---|---|
| Strategy | Sectors · Consumer | US Stock Styles · Small cap |
| Expense ratio | 0.65% | 0.29% |
| Cost per year on $10k | $65 | $29 |
| Trailing 12-mo yield | 0.11% | 1.18% |
| Income per year on $10k | $11 | $118 |
| YTD | −3.1% | +12.0% |
| 1 year | −1.7% | +13.8% |
| 3 years · per year | +20.8% | +13.0% |
| 5 years · per year | −8.6% | +5.6% |
| Worst drop · 1Y | −21.7% | −9.9% |
| Volatility · 1Y | 22.9% | 15.7% |
| Holdings | 83 | 115 |
| Assets | $128M | $299M |
| Leverage | None | None |
| Since | 2016 | 2017 |
Highlighted = best in the row. Returns include dividends.