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IEO and XLE share 33.7% of their holdings.
| Side by side | IEO | XLE |
|---|---|---|
| Strategy | Sectors · Energy | Sectors · Energy |
| Expense ratio | 0.37% | 0.08% |
| Cost per year on $10k | $37 | $8 |
| Trailing 12-mo yield | 1.51% | 2.27% |
| Income per year on $10k | $151 | $227 |
| YTD | +64.0% | +53.4% |
| 1 year | +66.2% | +58.1% |
| 3 years · per year | +17.0% | +19.5% |
| 5 years · per year | +20.2% | +22.2% |
| Worst drop · 1Y | −16.3% | −15.0% |
| Volatility · 1Y | 27.4% | 22.6% |
| Holdings | 47 | 21 |
| Assets | $896M | $45.3B |
| Leverage | None | None |
| Since | 2006 | 1998 |
Highlighted = best in the row. Returns include dividends.