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XMHQ and JSMD share 9.6% of their holdings.
| Side by side | XMHQ | FBT | JSMD |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Sectors · Technology | US Stock Styles · Mid cap |
| Expense ratio | 0.30% | 0.55% | 0.30% |
| Cost per year on $10k | $30 | $55 | $30 |
| Trailing 12-mo yield | 0.55% | 0.00% | 0.36% |
| Income per year on $10k | $55 | $0 | $36 |
| YTD | +16.2% | +35.7% | +11.7% |
| 1 year | +13.5% | +47.5% | +7.2% |
| 3 years · per year | +17.8% | +26.8% | +18.4% |
| 5 years · per year | +10.0% | +11.4% | +6.8% |
| Worst drop · 1Y | −8.4% | −14.3% | −14.9% |
| Volatility · 1Y | 14.7% | 21.9% | 22.1% |
| Holdings | 80 | 30 | 122 |
| Assets | $5.7B | $3.1B | $1.1B |
| Leverage | None | None | None |
| Since | 2006 | 2006 | 2016 |
Highlighted = best in the row. Returns include dividends.