Loading…
INCO and XLY share 0.0% of their holdings.
| Side by side | INCO | XLY | XLP |
|---|---|---|---|
| Strategy | Sectors · Consumer | Sectors · Consumer | Sectors · Consumer |
| Expense ratio | 0.75% | 0.08% | 0.08% |
| Cost per year on $10k | $75 | $8 | $8 |
| Trailing 12-mo yield | 0.00% | 0.79% | 2.42% |
| Income per year on $10k | $0 | $79 | $242 |
| YTD | −9.4% | −0.4% | +19.2% |
| 1 year | −10.6% | +1.9% | +22.0% |
| 3 years · per year | +6.2% | +17.9% | +13.4% |
| 5 years · per year | +5.3% | +4.5% | +7.8% |
| Worst drop · 1Y | −18.9% | −15.0% | −9.7% |
| Volatility · 1Y | 17.5% | 19.3% | 15.2% |
| Holdings | 34 | 47 | 35 |
| Assets | $205M | $22.5B | $14.8B |
| Leverage | None | None | None |
| Since | 2011 | 1998 | 1998 |
Highlighted = best in the row. Returns include dividends.