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HERD and XNAV share 5.1% of their holdings.
| Side by side | HERD | XNAV |
|---|---|---|
| Strategy | Unsorted | Unsorted |
| Expense ratio | 0.15% | 1.27% |
| Cost per year on $10k | $15 | $127 |
| Trailing 12-mo yield | 3.35% | 0.55% |
| Income per year on $10k | $335 | $55 |
| YTD | +19.5% | +4.8% |
| 1 year | +24.7% | +5.6% |
| 3 years · per year | +18.6% | +20.5% |
| 5 years · per year | +11.0% | — |
| Worst drop · 1Y | −6.7% | −16.3% |
| Volatility · 1Y | 11.7% | 22.4% |
| Holdings | 7 | 0 |
| Assets | $105M | $29M |
| Leverage | None | None |
| Since | 2019 | 2002 |
Highlighted = best in the row. Returns include dividends.