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XMHQ and XMMO share 19.6% of their holdings.
| Side by side | FTXH | XMHQ | XMMO | FTGS |
|---|---|---|---|---|
| Strategy | Sectors · Health care | US Stock Styles · Mid cap | US Stock Styles · Mid cap | US Stock Styles · Growth |
| Expense ratio | 0.60% | 0.30% | 0.34% | 0.60% |
| Cost per year on $10k | $60 | $30 | $34 | $60 |
| Trailing 12-mo yield | 0.66% | 0.55% | 0.70% | 0.04% |
| Income per year on $10k | $66 | $55 | $70 | $4 |
| YTD | +33.5% | +16.2% | +1.3% | +8.5% |
| 1 year | +49.6% | +13.5% | +2.2% | +5.5% |
| 3 years · per year | +22.2% | +17.8% | +23.1% | +18.0% |
| 5 years · per year | +12.4% | +10.0% | +10.2% | — |
| Worst drop · 1Y | −7.5% | −8.4% | −22.3% | −9.4% |
| Volatility · 1Y | 17.8% | 14.7% | 22.9% | 13.5% |
| Holdings | 50 | 80 | 77 | 50 |
| Assets | $1.2B | $5.7B | $6.7B | $1.3B |
| Leverage | None | None | None | None |
| Since | 2016 | 2006 | 2005 | 2022 |
Highlighted = best in the row. Returns include dividends.