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LPRE and XMLV share 4.9% of their holdings.
| Side by side | LPRE | XMLV |
|---|---|---|
| Strategy | Sectors · Real estate | US Stock Styles · Mid cap |
| Expense ratio | 1.00% | 0.25% |
| Cost per year on $10k | $100 | $25 |
| Trailing 12-mo yield | 1.81% | 3.03% |
| Income per year on $10k | $181 | $303 |
| YTD | +7.1% | +8.4% |
| 1 year | +10.7% | +9.0% |
| 3 years · per year | — | +14.3% |
| 5 years · per year | — | +6.2% |
| Worst drop · 1Y | −12.8% | −9.2% |
| Volatility · 1Y | 15.7% | 10.7% |
| Holdings | 24 | 81 |
| Assets | $181M | $726M |
| Leverage | None | None |
| Since | 2025 | 2013 |
Highlighted = best in the row. Returns include dividends.