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XMLV and SMMV share 25.7% of their holdings.
| Side by side | VOLT | XMLV | SMMV |
|---|---|---|---|
| Strategy | Unsorted | US Stock Styles · Mid cap | US Stock Styles · Small cap |
| Expense ratio | 0.75% | 0.25% | 0.20% |
| Cost per year on $10k | $75 | $25 | $20 |
| Trailing 12-mo yield | 0.39% | 2.98% | 1.56% |
| Income per year on $10k | $39 | $298 | $156 |
| YTD | +17.1% | +10.3% | +10.2% |
| 1 year | +11.3% | +12.4% | +14.1% |
| 3 years · per year | — | +14.8% | +15.3% |
| 5 years · per year | — | +6.5% | +5.9% |
| Worst drop · 1Y | −22.0% | −9.2% | −7.0% |
| Volatility · 1Y | 26.7% | 10.7% | 9.4% |
| Holdings | 27 | 81 | 358 |
| Assets | $995M | $725M | $278M |
| Leverage | None | None | None |
| Since | 2024 | 2013 | 2016 |
Highlighted = best in the row. Returns include dividends.