Loading…
XMHQ and XMMO share 19.6% of their holdings.
| Side by side | XMHQ | GRID | XMMO |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Thematic · Infrastructure | US Stock Styles · Mid cap |
| Expense ratio | 0.30% | 0.56% | 0.34% |
| Cost per year on $10k | $30 | $56 | $34 |
| Trailing 12-mo yield | 0.55% | 0.91% | 0.70% |
| Income per year on $10k | $55 | $91 | $70 |
| YTD | +16.2% | +12.1% | +1.3% |
| 1 year | +13.5% | +8.5% | +2.2% |
| 3 years · per year | +17.8% | +26.3% | +23.1% |
| 5 years · per year | +10.0% | +13.0% | +10.2% |
| Worst drop · 1Y | −8.4% | −18.1% | −22.3% |
| Volatility · 1Y | 14.7% | 24.8% | 22.9% |
| Holdings | 80 | 122 | 77 |
| Assets | $5.7B | $11.5B | $6.7B |
| Leverage | None | None | None |
| Since | 2006 | 2009 | 2005 |
Highlighted = best in the row. Returns include dividends.