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XMHQ and DUSG share 19.5% of their holdings.
| Side by side | XMHQ | DUSG | AEMG |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | US Stock Styles · Small cap | US Stock Styles · Mid cap |
| Expense ratio | 0.30% | 0.33% | 0.38% |
| Cost per year on $10k | $30 | $33 | $38 |
| Trailing 12-mo yield | 0.55% | 0.28% | 0.00% |
| Income per year on $10k | $55 | $28 | $0 |
| YTD | +16.2% | — | — |
| 1 year | +13.5% | — | — |
| 3 years · per year | +17.8% | — | — |
| 5 years · per year | +10.0% | — | — |
| Worst drop · 1Y | −8.4% | — | — |
| Volatility · 1Y | 14.7% | — | — |
| Holdings | 80 | 0 | 125 |
| Assets | $5.7B | $2.0B | $2M |
| Leverage | None | None | None |
| Since | 2006 | 2012 | 2026 |
Highlighted = best in the row. Returns include dividends.