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XES and IEZ share 61.4% of their holdings.
| Side by side | PSCE | XES | IEZ |
|---|---|---|---|
| Strategy | Sectors · Energy | Sectors · Energy | US Stock Styles · Large cap |
| Expense ratio | 0.29% | 0.35% | 0.37% |
| Cost per year on $10k | $29 | $35 | $37 |
| Trailing 12-mo yield | 2.55% | 1.12% | 1.23% |
| Income per year on $10k | $255 | $112 | $123 |
| YTD | +34.9% | +31.6% | +30.0% |
| 1 year | +36.4% | +32.5% | +31.9% |
| 3 years · per year | +3.7% | +8.2% | +7.5% |
| 5 years · per year | +8.0% | +12.9% | +13.5% |
| Worst drop · 1Y | −16.2% | −21.6% | −20.3% |
| Volatility · 1Y | 27.6% | 31.4% | 29.6% |
| Holdings | 34 | 35 | 32 |
| Assets | $106M | $366M | $382M |
| Leverage | None | None | None |
| Since | 2010 | 2006 | 2006 |
Highlighted = best in the row. Returns include dividends.