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VAW and XLB share 67.1% of their holdings.
| Side by side | IYM | VAW | XLB | NUDG |
|---|---|---|---|---|
| Strategy | Sectors · Materials | Sectors · Materials | Sectors · Materials | Income · Dividend stocks |
| Expense ratio | 0.37% | 0.09% | 0.08% | 0.61% |
| Cost per year on $10k | $37 | $9 | $8 | $61 |
| Trailing 12-mo yield | 1.26% | 1.39% | 1.64% | 0.49% |
| Income per year on $10k | $126 | $139 | $164 | $49 |
| YTD | +19.1% | +11.7% | +17.3% | — |
| 1 year | +25.6% | +15.0% | +20.1% | — |
| 3 years · per year | +16.3% | +13.5% | +13.9% | — |
| 5 years · per year | +8.1% | +6.1% | +6.4% | — |
| Worst drop · 1Y | −13.6% | −13.4% | −12.4% | — |
| Volatility · 1Y | 20.3% | 18.8% | 17.7% | — |
| Holdings | 40 | 115 | 24 | 41 |
| Assets | $1.3B | $4.5B | $8.3B | $6.1B |
| Leverage | None | None | None | None |
| Since | 2000 | 2004 | 1998 | 2026 |
Highlighted = best in the row. Returns include dividends.