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PAVE and XLI share 27.0% of their holdings.
| Side by side | MOO | PAVE | XLI |
|---|---|---|---|
| Strategy | Unsorted | Thematic · Infrastructure | Sectors · Industrials |
| Expense ratio | 0.56% | 0.47% | 0.08% |
| Cost per year on $10k | $56 | $47 | $8 |
| Trailing 12-mo yield | 2.23% | 0.79% | 1.11% |
| Income per year on $10k | $223 | $79 | $111 |
| YTD | +10.9% | +14.2% | +10.5% |
| 1 year | +12.4% | +13.8% | +11.2% |
| 3 years · per year | +6.5% | +24.6% | +21.5% |
| 5 years · per year | −0.9% | +15.7% | +11.9% |
| Worst drop · 1Y | −11.2% | −13.8% | −12.2% |
| Volatility · 1Y | 14.8% | 20.4% | 17.2% |
| Holdings | 57 | 98 | 83 |
| Assets | $1.1B | $13.8B | $31.5B |
| Leverage | None | None | None |
| Since | 2007 | 2017 | 1998 |
Highlighted = best in the row. Returns include dividends.