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XMHQ and SCDV share 9.0% of their holdings.
| Side by side | XMHQ | SCDV |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Income · Dividend stocks |
| Expense ratio | 0.30% | 0.70% |
| Cost per year on $10k | $30 | $70 |
| Trailing 12-mo yield | 0.55% | 0.43% |
| Income per year on $10k | $55 | $43 |
| YTD | +16.2% | +11.5% |
| 1 year | +13.5% | +6.1% |
| 3 years · per year | +17.8% | — |
| 5 years · per year | +10.0% | — |
| Worst drop · 1Y | −8.4% | −11.4% |
| Volatility · 1Y | 14.7% | 15.6% |
| Holdings | 80 | 36 |
| Assets | $5.7B | $148M |
| Leverage | None | None |
| Since | 2006 | 2024 |
Highlighted = best in the row. Returns include dividends.