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SYLD and SCHA share 3.9% of their holdings.
| Side by side | SYLD | SCHA | XTN |
|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Small cap | Sectors · Industrials |
| Expense ratio | 0.59% | 0.03% | 0.35% |
| Cost per year on $10k | $59 | $3 | $35 |
| Trailing 12-mo yield | 1.68% | 1.12% | 0.74% |
| Income per year on $10k | $168 | $112 | $74 |
| YTD | +27.4% | +16.9% | +11.3% |
| 1 year | +32.6% | +19.8% | +22.5% |
| 3 years · per year | +16.4% | +21.3% | +15.3% |
| 5 years · per year | +8.6% | +6.1% | +3.0% |
| Worst drop · 1Y | −6.9% | −11.2% | −17.8% |
| Volatility · 1Y | 13.8% | 18.6% | 27.0% |
| Holdings | 101 | 1,748 | 44 |
| Assets | $1.0B | $22.0B | $216M |
| Leverage | None | None | None |
| Since | 2013 | 2009 | 2011 |
Highlighted = best in the row. Returns include dividends.