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XTL and EPSV share 2.6% of their holdings.
| Side by side | XTL | EPSV |
|---|---|---|
| Strategy | Sectors · Communication | US Stock Styles · Mid cap |
| Expense ratio | 0.35% | 0.88% |
| Cost per year on $10k | $35 | $88 |
| Trailing 12-mo yield | 1.05% | 2.32% |
| Income per year on $10k | $105 | $232 |
| YTD | +21.4% | +23.9% |
| 1 year | +21.0% | +28.5% |
| 3 years · per year | +42.9% | — |
| 5 years · per year | +15.4% | — |
| Worst drop · 1Y | −25.1% | −9.8% |
| Volatility · 1Y | 31.6% | 17.1% |
| Holdings | 39 | 60 |
| Assets | $480M | $6M |
| Leverage | None | None |
| Since | 2011 | 2025 |
Highlighted = best in the row. Returns include dividends.