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XES and SIMS share 2.8% of their holdings.
| Side by side | XES | SIMS |
|---|---|---|
| Strategy | Sectors · Energy | US Stock Styles · Large cap |
| Expense ratio | 0.35% | 0.45% |
| Cost per year on $10k | $35 | $45 |
| Trailing 12-mo yield | 1.12% | 0.56% |
| Income per year on $10k | $112 | $56 |
| YTD | +31.6% | +7.6% |
| 1 year | +32.5% | −3.6% |
| 3 years · per year | +8.2% | +16.8% |
| 5 years · per year | +12.9% | +0.4% |
| Worst drop · 1Y | −21.6% | −15.6% |
| Volatility · 1Y | 31.4% | 23.0% |
| Holdings | 35 | 53 |
| Assets | $366M | $8M |
| Leverage | None | None |
| Since | 2006 | 2017 |
Highlighted = best in the row. Returns include dividends.