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XMHQ and IVOG share 23.5% of their holdings.
| Side by side | XMHQ | GRID | IVOG |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Thematic · Infrastructure | US Stock Styles · Mid cap |
| Expense ratio | 0.30% | 0.56% | 0.10% |
| Cost per year on $10k | $30 | $56 | $10 |
| Trailing 12-mo yield | 0.55% | 0.91% | 0.56% |
| Income per year on $10k | $55 | $91 | $56 |
| YTD | +16.2% | +12.1% | +14.4% |
| 1 year | +13.5% | +8.5% | +14.3% |
| 3 years · per year | +17.8% | +26.3% | +17.6% |
| 5 years · per year | +10.0% | +13.0% | +6.5% |
| Worst drop · 1Y | −8.4% | −18.1% | −10.1% |
| Volatility · 1Y | 14.7% | 24.8% | 17.7% |
| Holdings | 80 | 122 | 240 |
| Assets | $5.7B | $11.5B | $1.8B |
| Leverage | None | None | None |
| Since | 2006 | 2009 | 2010 |
Highlighted = best in the row. Returns include dividends.