Loading…
XES and CBSE share 8.0% of their holdings.
| Side by side | XES | CBSE |
|---|---|---|
| Strategy | Sectors · Energy | Unsorted |
| Expense ratio | 0.35% | 0.85% |
| Cost per year on $10k | $35 | $85 |
| Trailing 12-mo yield | 1.05% | 0.30% |
| Income per year on $10k | $105 | $30 |
| YTD | +39.9% | +14.9% |
| 1 year | +46.3% | +11.4% |
| 3 years · per year | +9.0% | +29.0% |
| 5 years · per year | +14.7% | +9.6% |
| Worst drop · 1Y | −21.6% | −17.9% |
| Volatility · 1Y | 30.8% | 25.5% |
| Holdings | 35 | 10 |
| Assets | $366M | $47M |
| Leverage | None | None |
| Since | 2006 | 2020 |
Highlighted = best in the row. Returns include dividends.