Loading…
SHPP and XLI share 12.1% of their holdings.
| Side by side | SHPP | XLI |
|---|---|---|
| Strategy | Sectors · Industrials | Sectors · Industrials |
| Expense ratio | 0.60% | 0.08% |
| Cost per year on $10k | $60 | $8 |
| Trailing 12-mo yield | 3.02% | 1.11% |
| Income per year on $10k | $302 | $111 |
| YTD | +20.2% | +10.5% |
| 1 year | +23.2% | +11.2% |
| 3 years · per year | +16.0% | +21.5% |
| 5 years · per year | — | +11.9% |
| Worst drop · 1Y | −11.1% | −12.2% |
| Volatility · 1Y | 15.5% | 17.2% |
| Holdings | 120 | 83 |
| Assets | $2M | $31.5B |
| Leverage | None | None |
| Since | 2022 | 1998 |
Highlighted = best in the row. Returns include dividends.