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XMMO and REGL share 8.3% of their holdings.
| Side by side | XME | XMMO | REGL |
|---|---|---|---|
| Strategy | US Stock Styles · Large cap | US Stock Styles · Mid cap | Income · Dividend stocks |
| Expense ratio | 0.35% | 0.34% | 0.40% |
| Cost per year on $10k | $35 | $34 | $40 |
| Trailing 12-mo yield | 0.35% | 0.73% | 2.11% |
| Income per year on $10k | $35 | $73 | $211 |
| YTD | −5.6% | −2.3% | +13.4% |
| 1 year | +1.6% | +0.3% | +17.7% |
| 3 years · per year | +26.5% | +22.2% | +16.1% |
| 5 years · per year | +17.4% | +8.9% | +8.1% |
| Worst drop · 1Y | −27.6% | −22.4% | −9.7% |
| Volatility · 1Y | 37.5% | 23.0% | 12.6% |
| Holdings | 38 | 77 | 67 |
| Assets | $3.8B | $6.5B | $1.7B |
| Leverage | None | None | None |
| Since | 2006 | 2005 | 2015 |
Highlighted = best in the row. Returns include dividends.