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EPSV and SYZ share 3.4% of their holdings.
| Side by side | XTL | EPSV | SYZ |
|---|---|---|---|
| Strategy | Sectors · Communication | US Stock Styles · Mid cap | US Stock Styles · Small cap |
| Expense ratio | 0.35% | 0.88% | 0.60% |
| Cost per year on $10k | $35 | $88 | $60 |
| Trailing 12-mo yield | 1.05% | 2.32% | 0.45% |
| Income per year on $10k | $105 | $232 | $45 |
| YTD | +21.4% | +23.9% | +17.2% |
| 1 year | +21.0% | +28.5% | +19.7% |
| 3 years · per year | +42.9% | — | — |
| 5 years · per year | +15.4% | — | — |
| Worst drop · 1Y | −25.1% | −9.8% | −7.6% |
| Volatility · 1Y | 31.6% | 17.1% | 15.7% |
| Holdings | 39 | 60 | 451 |
| Assets | $480M | $6M | $66M |
| Leverage | None | None | None |
| Since | 2011 | 2025 | 2021 |
Highlighted = best in the row. Returns include dividends.