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XMHQ and MCOW share 43.4% of their holdings.
| Side by side | XMHQ | PRFZ | MCOW | AZTD |
|---|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Large cap | US Stock Styles · Mid cap | International · Global |
| Expense ratio | 0.30% | 0.36% | 0.49% | 0.75% |
| Cost per year on $10k | $30 | $36 | $49 | $75 |
| Trailing 12-mo yield | 0.55% | 0.82% | 0.25% | 0.94% |
| Income per year on $10k | $55 | $82 | $25 | $94 |
| YTD | +16.2% | +18.7% | +15.2% | +12.1% |
| 1 year | +13.5% | +18.2% | +10.8% | +13.1% |
| 3 years · per year | +17.8% | +21.6% | — | +20.2% |
| 5 years · per year | +10.0% | +8.6% | — | — |
| Worst drop · 1Y | −8.4% | −10.4% | −13.9% | −11.2% |
| Volatility · 1Y | 14.7% | 16.9% | 16.8% | 17.1% |
| Holdings | 80 | 1,483 | 82 | 27 |
| Assets | $5.7B | $2.7B | $1M | $36M |
| Leverage | None | None | None | None |
| Since | 2006 | 2006 | 2025 | 2022 |
Highlighted = best in the row. Returns include dividends.