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XMLV and HSMV share 40.0% of their holdings.
| Side by side | XMLV | HSMV | SMMV |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Unsorted | US Stock Styles · Small cap |
| Expense ratio | 0.25% | 0.80% | 0.20% |
| Cost per year on $10k | $25 | $80 | $20 |
| Trailing 12-mo yield | 2.98% | 4.38% | 1.56% |
| Income per year on $10k | $298 | $438 | $156 |
| YTD | +10.3% | +8.0% | +10.2% |
| 1 year | +12.4% | +10.5% | +14.1% |
| 3 years · per year | +14.8% | +12.1% | +15.3% |
| 5 years · per year | +6.5% | +4.0% | +5.9% |
| Worst drop · 1Y | −9.2% | −9.0% | −7.0% |
| Volatility · 1Y | 10.7% | 10.6% | 9.4% |
| Holdings | 81 | 151 | 358 |
| Assets | $725M | $5M | $278M |
| Leverage | None | None | None |
| Since | 2013 | 2020 | 2016 |
Highlighted = best in the row. Returns include dividends.