Loading…
XLEM and SMOM share 29.2% of their holdings.
| Side by side | RLY | XLEM | SMOM |
|---|---|---|---|
| Strategy | Unsorted | Low-Cost Core · S&P 500 | US Stock Styles · Factor |
| Expense ratio | 0.50% | 0.12% | 0.63% |
| Cost per year on $10k | $50 | $12 | $63 |
| Trailing 12-mo yield | 2.91% | 0.00% | 0.14% |
| Income per year on $10k | $291 | $0 | $14 |
| YTD | +18.8% | — | +14.2% |
| 1 year | +23.1% | — | +13.8% |
| 3 years · per year | +15.7% | — | — |
| 5 years · per year | +9.8% | — | — |
| Worst drop · 1Y | −7.6% | — | −7.5% |
| Volatility · 1Y | 10.8% | — | 11.8% |
| Holdings | 11 | 7 | 0 |
| Assets | $1.4B | $1M | $75M |
| Leverage | None | None | None |
| Since | 2012 | 2026 | 2025 |
Highlighted = best in the row. Returns include dividends.