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XMMO and ADPV share 12.2% of their holdings.
| Side by side | XMMO | ADPV | PTH |
|---|---|---|---|
| Strategy | US Stock Styles · Mid cap | Unsorted | Sectors · Health care |
| Expense ratio | 0.34% | 1.00% | 0.74% |
| Cost per year on $10k | $34 | $100 | $74 |
| Trailing 12-mo yield | 0.73% | 0.69% | 2.64% |
| Income per year on $10k | $73 | $69 | $264 |
| YTD | −2.3% | +0.8% | +16.3% |
| 1 year | +0.3% | +1.6% | +23.9% |
| 3 years · per year | +22.2% | +25.2% | +26.1% |
| 5 years · per year | +8.9% | — | +2.2% |
| Worst drop · 1Y | −22.4% | −11.9% | −12.8% |
| Volatility · 1Y | 23.0% | 23.8% | 27.2% |
| Holdings | 77 | 25 | 53 |
| Assets | $6.5B | $176M | $295M |
| Leverage | None | None | None |
| Since | 2005 | 2022 | 2006 |
Highlighted = best in the row. Returns include dividends.