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XME and MDYG share 2.7% of their holdings.
| Side by side | XME | CGBL | MDYG |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Unsorted | US Stock Styles · Mid cap |
| Expense ratio | 0.35% | 0.33% | 0.15% |
| Cost per year on $10k | $35 | $33 | $15 |
| Trailing 12-mo yield | 0.35% | 1.96% | 0.68% |
| Income per year on $10k | $35 | $196 | $68 |
| YTD | −5.6% | +5.5% | +12.3% |
| 1 year | +1.6% | +7.6% | +14.0% |
| 3 years · per year | +26.5% | +16.9% | +17.4% |
| 5 years · per year | +17.4% | — | +6.0% |
| Worst drop · 1Y | −27.6% | −7.9% | −10.2% |
| Volatility · 1Y | 37.5% | 10.5% | 17.8% |
| Holdings | 38 | 74 | 247 |
| Assets | $3.8B | $7.9B | $2.8B |
| Leverage | None | None | None |
| Since | 2006 | 2023 | 2005 |
Highlighted = best in the row. Returns include dividends.