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XTN and IBUY share 4.5% of their holdings.
| Side by side | XTN | IBUY | XSHQ |
|---|---|---|---|
| Strategy | Sectors · Industrials | Sectors · Consumer | US Stock Styles · Small cap |
| Expense ratio | 0.35% | 0.65% | 0.29% |
| Cost per year on $10k | $35 | $65 | $29 |
| Trailing 12-mo yield | 0.75% | 0.11% | 1.19% |
| Income per year on $10k | $75 | $11 | $119 |
| YTD | +9.2% | −3.9% | +11.9% |
| 1 year | +19.8% | −6.4% | +10.1% |
| 3 years · per year | +13.1% | +18.9% | +12.6% |
| 5 years · per year | +2.7% | −8.8% | +5.7% |
| Worst drop · 1Y | −17.8% | −21.7% | −9.9% |
| Volatility · 1Y | 26.9% | 22.9% | 15.8% |
| Holdings | 44 | 83 | 115 |
| Assets | $216M | $127M | $299M |
| Leverage | None | None | None |
| Since | 2011 | 2016 | 2017 |
Highlighted = best in the row. Returns include dividends.