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XHB and PKW share 5.8% of their holdings.
| Side by side | XHB | PKW | IMCG |
|---|---|---|---|
| Strategy | Sectors · Real estate | Unsorted | US Stock Styles · Mid cap |
| Expense ratio | 0.35% | 0.63% | 0.06% |
| Cost per year on $10k | $35 | $63 | $6 |
| Trailing 12-mo yield | 1.05% | 0.64% | 0.67% |
| Income per year on $10k | $105 | $64 | $67 |
| YTD | +2.5% | +13.3% | +17.3% |
| 1 year | +1.2% | +18.3% | +15.2% |
| 3 years · per year | +15.3% | +22.3% | +21.0% |
| 5 years · per year | +7.1% | +10.6% | +5.6% |
| Worst drop · 1Y | −22.8% | −7.9% | −10.2% |
| Volatility · 1Y | 28.2% | 12.8% | 17.5% |
| Holdings | 34 | 286 | 259 |
| Assets | $1.5B | $1.8B | $4.0B |
| Leverage | None | None | None |
| Since | 2006 | 2006 | 2004 |
Highlighted = best in the row. Returns include dividends.