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XLI and NUDG share 5.5% of their holdings.
| Side by side | XLI | NUDG |
|---|---|---|
| Strategy | Sectors · Industrials | Income · Dividend stocks |
| Expense ratio | 0.08% | 0.61% |
| Cost per year on $10k | $8 | $61 |
| Trailing 12-mo yield | 1.11% | 0.49% |
| Income per year on $10k | $111 | $49 |
| YTD | +10.3% | — |
| 1 year | +11.0% | — |
| 3 years · per year | +22.1% | — |
| 5 years · per year | +11.7% | — |
| Worst drop · 1Y | −12.2% | — |
| Volatility · 1Y | 17.3% | — |
| Holdings | 83 | 41 |
| Assets | $31.5B | $6.1B |
| Leverage | None | None |
| Since | 1998 | 2026 |
Highlighted = best in the row. Returns include dividends.