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XMHQ and JSMD share 9.6% of their holdings.
| Side by side | XMHQ | JSMD |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Mid cap |
| Expense ratio | 0.30% | 0.30% |
| Cost per year on $10k | $30 | $30 |
| Trailing 12-mo yield | 0.55% | 0.38% |
| Income per year on $10k | $55 | $38 |
| YTD | +17.5% | +8.2% |
| 1 year | +17.3% | +5.7% |
| 3 years · per year | +18.7% | +18.0% |
| 5 years · per year | +10.2% | +6.0% |
| Worst drop · 1Y | −8.4% | −14.9% |
| Volatility · 1Y | 14.7% | 22.2% |
| Holdings | 80 | 122 |
| Assets | $5.7B | $1.1B |
| Leverage | None | None |
| Since | 2006 | 2016 |
Highlighted = best in the row. Returns include dividends.