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XHB and QVAL share 5.9% of their holdings.
| Side by side | XHB | QVAL |
|---|---|---|
| Strategy | Sectors · Real estate | US Stock Styles · Value |
| Expense ratio | 0.35% | 0.28% |
| Cost per year on $10k | $35 | $28 |
| Trailing 12-mo yield | 1.05% | 1.36% |
| Income per year on $10k | $105 | $136 |
| YTD | +2.5% | +33.8% |
| 1 year | +1.2% | +42.5% |
| 3 years · per year | +15.3% | +24.5% |
| 5 years · per year | +7.1% | +13.9% |
| Worst drop · 1Y | −22.8% | −6.3% |
| Volatility · 1Y | 28.2% | 13.8% |
| Holdings | 34 | 50 |
| Assets | $1.5B | $721M |
| Leverage | None | None |
| Since | 2006 | 2014 |
Highlighted = best in the row. Returns include dividends.