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XSMO and AVSC share 10.9% of their holdings.
| Side by side | XSMO | AVSC | BOAT |
|---|---|---|---|
| Strategy | US Stock Styles · Small cap | US Stock Styles · Small cap | International · Global |
| Expense ratio | 0.35% | 0.25% | 0.69% |
| Cost per year on $10k | $35 | $25 | $69 |
| Trailing 12-mo yield | 0.64% | 0.98% | 5.92% |
| Income per year on $10k | $64 | $98 | $592 |
| YTD | +12.1% | +23.1% | +71.3% |
| 1 year | +13.2% | +26.9% | +74.6% |
| 3 years · per year | +21.9% | +21.4% | +35.5% |
| 5 years · per year | +8.3% | — | +26.3% |
| Worst drop · 1Y | −16.0% | −8.1% | −10.9% |
| Volatility · 1Y | 19.7% | 15.5% | 22.0% |
| Holdings | 114 | 1,545 | 53 |
| Assets | $2.8B | $3.2B | $161M |
| Leverage | None | None | None |
| Since | 2005 | 2022 | 2021 |
Highlighted = best in the row. Returns include dividends.