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XMHQ and DUSG share 19.5% of their holdings.
| Side by side | XMHQ | DUSG |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Small cap |
| Expense ratio | 0.30% | 0.33% |
| Cost per year on $10k | $30 | $33 |
| Trailing 12-mo yield | 0.55% | 0.28% |
| Income per year on $10k | $55 | $28 |
| YTD | +17.5% | — |
| 1 year | +17.3% | — |
| 3 years · per year | +18.7% | — |
| 5 years · per year | +10.2% | — |
| Worst drop · 1Y | −8.4% | — |
| Volatility · 1Y | 14.7% | — |
| Holdings | 80 | 0 |
| Assets | $5.7B | $2.0B |
| Leverage | None | None |
| Since | 2006 | 2012 |
Highlighted = best in the row. Returns include dividends.