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REGL and MDYG share 11.9% of their holdings.
| Side by side | XME | REGL | CGBL | MDYG |
|---|---|---|---|---|
| Strategy | US Stock Styles · Large cap | Income · Dividend stocks | Unsorted | US Stock Styles · Mid cap |
| Expense ratio | 0.35% | 0.40% | 0.33% | 0.15% |
| Cost per year on $10k | $35 | $40 | $33 | $15 |
| Trailing 12-mo yield | 0.35% | 2.11% | 1.96% | 0.68% |
| Income per year on $10k | $35 | $211 | $196 | $68 |
| YTD | −5.6% | +13.4% | +5.5% | +12.3% |
| 1 year | +1.6% | +17.7% | +7.6% | +14.0% |
| 3 years · per year | +26.5% | +16.1% | +16.9% | +17.4% |
| 5 years · per year | +17.4% | +8.1% | — | +6.0% |
| Worst drop · 1Y | −27.6% | −9.7% | −7.9% | −10.2% |
| Volatility · 1Y | 37.5% | 12.6% | 10.5% | 17.8% |
| Holdings | 38 | 67 | 74 | 247 |
| Assets | $3.8B | $1.7B | $7.9B | $2.8B |
| Leverage | None | None | None | None |
| Since | 2006 | 2015 | 2023 | 2005 |
Highlighted = best in the row. Returns include dividends.