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RWK and IVOV share 56.8% of their holdings.
| Side by side | RWK | XMMO | IVOV |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.39% | 0.34% | 0.10% |
| Cost per year on $10k | $39 | $34 | $10 |
| Trailing 12-mo yield | 1.05% | 0.70% | 1.62% |
| Income per year on $10k | $105 | $70 | $162 |
| YTD | +16.1% | +1.3% | +12.2% |
| 1 year | +17.4% | +2.2% | +14.6% |
| 3 years · per year | +19.4% | +23.1% | +17.4% |
| 5 years · per year | +10.9% | +10.2% | +8.1% |
| Worst drop · 1Y | −11.1% | −22.3% | −10.6% |
| Volatility · 1Y | 15.5% | 22.9% | 13.8% |
| Holdings | 398 | 77 | 298 |
| Assets | $1.3B | $6.7B | $1.3B |
| Leverage | None | None | None |
| Since | 2008 | 2005 | 2010 |
Highlighted = best in the row. Returns include dividends.