Loading…
XMVM and FXD share 7.8% of their holdings.
| Side by side | XMVM | FXD |
|---|---|---|
| Strategy | US Stock Styles · Mid cap | Sectors · Consumer |
| Expense ratio | 0.37% | 0.60% |
| Cost per year on $10k | $37 | $60 |
| Trailing 12-mo yield | 1.83% | 0.70% |
| Income per year on $10k | $183 | $70 |
| YTD | +17.6% | +0.9% |
| 1 year | +26.2% | +2.3% |
| 3 years · per year | +22.0% | +13.3% |
| 5 years · per year | +11.5% | +2.9% |
| Worst drop · 1Y | −9.2% | −13.9% |
| Volatility · 1Y | 13.4% | 20.1% |
| Holdings | 79 | 110 |
| Assets | $529M | $256M |
| Leverage | None | None |
| Since | 2005 | 2007 |
Highlighted = best in the row. Returns include dividends.