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XMLV and AUSF share 9.7% of their holdings.
| Side by side | XMLV | AUSF |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Large cap |
| Expense ratio | 0.25% | 0.27% |
| Cost per year on $10k | $25 | $27 |
| Trailing 12-mo yield | 3.03% | 2.66% |
| Income per year on $10k | $303 | $266 |
| YTD | +8.4% | +13.8% |
| 1 year | +9.0% | +16.3% |
| 3 years · per year | +14.3% | +21.4% |
| 5 years · per year | +6.2% | +13.7% |
| Worst drop · 1Y | −9.2% | −7.0% |
| Volatility · 1Y | 10.7% | 10.3% |
| Holdings | 81 | 189 |
| Assets | $726M | $888M |
| Leverage | None | None |
| Since | 2013 | 2018 |
Highlighted = best in the row. Returns include dividends.