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XSD and PBW share 8.8% of their holdings.
| Side by side | XSD | PBW |
|---|---|---|
| Strategy | Thematic · AI & semis | Thematic · Clean energy & EV |
| Expense ratio | 0.35% | 0.63% |
| Cost per year on $10k | $35 | $63 |
| Trailing 12-mo yield | 0.18% | 2.64% |
| Income per year on $10k | $18 | $264 |
| YTD | +37.0% | −15.6% |
| 1 year | +26.6% | −20.0% |
| 3 years · per year | +37.4% | +1.6% |
| 5 years · per year | +16.2% | −19.3% |
| Worst drop · 1Y | −32.2% | −47.1% |
| Volatility · 1Y | 47.9% | 43.0% |
| Holdings | 47 | 72 |
| Assets | $2.6B | $287M |
| Leverage | None | None |
| Since | 2006 | 2005 |
Highlighted = best in the row. Returns include dividends.