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RWK and FFSM share 21.4% of their holdings.
| Side by side | RWK | XMMO | FFSM |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.39% | 0.34% | 0.43% |
| Cost per year on $10k | $39 | $34 | $43 |
| Trailing 12-mo yield | 1.05% | 0.70% | 0.48% |
| Income per year on $10k | $105 | $70 | $48 |
| YTD | +16.1% | +1.3% | +13.4% |
| 1 year | +17.4% | +2.2% | +16.6% |
| 3 years · per year | +19.4% | +23.1% | +20.9% |
| 5 years · per year | +10.9% | +10.2% | +8.0% |
| Worst drop · 1Y | −11.1% | −22.3% | −13.0% |
| Volatility · 1Y | 15.5% | 22.9% | 18.6% |
| Holdings | 398 | 77 | 0 |
| Assets | $1.3B | $6.7B | $1.4B |
| Leverage | None | None | None |
| Since | 2008 | 2005 | 2021 |
Highlighted = best in the row. Returns include dividends.