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XCOR and XRLX share 51.6% of their holdings.
| Side by side | XCOR | TBFG | XRLX |
|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Growth | Unsorted |
| Expense ratio | 1.15% | 0.46% | 1.20% |
| Cost per year on $10k | $115 | $46 | $120 |
| Trailing 12-mo yield | 0.41% | 2.49% | 2.68% |
| Income per year on $10k | $41 | $249 | $268 |
| YTD | +5.6% | +7.8% | +3.6% |
| 1 year | +5.9% | +9.2% | +4.3% |
| 3 years · per year | +21.9% | — | +13.4% |
| 5 years · per year | — | — | — |
| Worst drop · 1Y | −10.1% | −7.6% | −6.3% |
| Volatility · 1Y | 16.5% | 11.0% | 10.2% |
| Holdings | 0 | 0 | 0 |
| Assets | $177M | $378M | $45M |
| Leverage | None | None | None |
| Since | 2001 | 2024 | 2002 |
Highlighted = best in the row. Returns include dividends.