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XLI and SPHQ share 19.0% of their holdings.
| Side by side | XLI | SPHQ |
|---|---|---|
| Strategy | Sectors · Industrials | Low-Cost Core · S&P 500 |
| Expense ratio | 0.08% | 0.20% |
| Cost per year on $10k | $8 | $20 |
| Trailing 12-mo yield | 1.11% | 1.04% |
| Income per year on $10k | $111 | $104 |
| YTD | +10.3% | +11.7% |
| 1 year | +11.0% | +13.4% |
| 3 years · per year | +22.1% | +21.2% |
| 5 years · per year | +11.7% | +11.5% |
| Worst drop · 1Y | −12.2% | −8.9% |
| Volatility · 1Y | 17.3% | 14.8% |
| Holdings | 83 | 100 |
| Assets | $31.5B | $18.5B |
| Leverage | None | None |
| Since | 1998 | 2005 |
Highlighted = best in the row. Returns include dividends.